Paul Winkler
Paul Winkler · Goodlettsville, Tennessee
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.
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Specialties
Facts
| Firm | Paul Winkler |
|---|---|
| Based in | Goodlettsville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.28B across 2,459 accounts |
| Credentials | ChFC |
| 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 · CRD 1966712 |
| Exams passed | Series 63 (1989) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | paulwinkler.podbean.com |
| Profile |
How Paul's firm compares
- Paul Winkler's average account is about $519,000, from its Form ADV (assets managed divided by 2,459 accounts).
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Questions about Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Paul Winkler website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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