Reid Winder
Total Wealth Planning and Management · Ponte Vedra, Florida
Reid Winder is a fee-only financial advisor at Total Wealth Planning and Management in Ponte Vedra, Florida. Total Wealth Planning and Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Reid →
Facts
| Firm | Total Wealth Planning and Management |
|---|---|
| Based in | Ponte Vedra, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $238.8M across 412 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 3000701 |
| Exams passed | Series 66 (1998) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.buzzsprout.com/617029 |
How Reid's firm compares
- Total Wealth Planning and Management's average account is about $580,000, from its Form ADV (assets managed divided by 412 accounts).
Request an introduction to Reid
Tell Reid a little about what you're looking for. Reid isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Reid
Is Reid Winder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reid holds no broker registration, and Total Wealth Planning and Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reid charge for financial advice?
Reid's firm, Total Wealth Planning and Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Reid Winder based?
Reid Winder is based in Ponte Vedra, Florida.
Is Reid Winder registered with the SEC?
Yes. Reid Winder is registered as an investment adviser representative in FL and TX (CRD 3000701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Total Wealth Planning and Management manage?
Total Wealth Planning and Management reports $238.8M across 412 accounts in assets under management.
How do I contact Reid Winder?
Through Reid's website, www.buzzsprout.com/617029.
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
- 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.
See something wrong? Request a correction. Read our methodology.