# Paul Winkler

> Paul Winkler is a fee-only financial advisor at Paul Winkler in Goodlettsville, Tennessee, who holds the ChFC credential. Paul focuses on retirement planning. Paul Winkler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Paul Winkler
- **Based in:** Goodlettsville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.28B across 2,459 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning
- **CRD:** 1966712 (https://adviserinfo.sec.gov/individual/summary/1966712)
- **SEC registration:** Investment adviser representative in AL, AR, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MI, MO, MS, NC, NE, NY, PA, SC, TN, TX, UT, VA, WA, WI
- **Exams passed:** Series 63 (1989)
- **Firm size:** 22 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://paulwinkler.podbean.com/

## Frequently asked questions

### Is Paul Winkler a fee-only financial advisor?

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

### How does Paul charge for financial advice?

Paul's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Paul Winkler based?

Paul Winkler is based in Goodlettsville, Tennessee.

### What does Paul specialize in?

Paul's specialties include retirement planning.

### What credentials does Paul Winkler hold?

Paul Winkler holds the ChFC credential.

### Is Paul Winkler registered with the SEC?

Yes. Paul Winkler is registered as an investment adviser representative in AL, AR, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MI, MO, MS, NC, NE, NY, PA, SC, TN, TX, UT, VA, WA and WI (CRD 1966712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Paul Winkler manage?

Paul Winkler reports $1.28B across 2,459 accounts in assets under management.

### How do I contact Paul Winkler?

Through Paul's website, paulwinkler.podbean.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1966712): 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://paulwinkler.podbean.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.