# Patrick McGinnis

> Patrick McGinnis is a fee-only financial advisor at Nordwand Capital in Radnor, Pennsylvania. Patrick focuses on estate & legacy planning and family wealth transfer. Nordwand Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-mcginnis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nordwand Capital
- **Based in:** Radnor, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.97B across 307 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2281600 (https://adviserinfo.sec.gov/individual/summary/2281600)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1992), Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.nordwandcapital.com

## Frequently asked questions

### Is Patrick McGinnis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Nordwand Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Nordwand Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Patrick McGinnis based?

Patrick McGinnis is based in Radnor, Pennsylvania.

### What does Patrick specialize in?

Patrick's specialties include estate & legacy planning and family wealth transfer. Patrick works with multi-generational families.

### Is Patrick McGinnis registered with the SEC?

Yes. Patrick McGinnis is registered as an investment adviser representative in PA (CRD 2281600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nordwand Capital manage?

Nordwand Capital reports $3.97B across 307 accounts in assets under management.

### How do I contact Patrick McGinnis?

Through Patrick's website, www.nordwandcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2281600): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nordwandcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.