Ricky Winslow
StackStone Wealth · Dubuque, Iowa
Ricky Winslow is a fee-only financial advisor at StackStone Wealth in Dubuque, Iowa, who holds the CFP credential. Ricky focuses on tax planning and estate & legacy planning. StackStone Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | StackStone Wealth |
|---|---|
| Based in | Dubuque, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 7,944 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA, WI · CRD 2462979 |
| Exams passed | Series 63 (1994) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | stackstone-wealth.com |
| Profile |
How Ricky's firm compares
- StackStone Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 7,944 accounts).
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Questions about Ricky
Is Ricky Winslow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricky holds no broker registration, and StackStone Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ricky charge for financial advice?
Ricky's firm, StackStone Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Ricky work with clients virtually?
Yes. StackStone Wealth says on its website that it works with clients remotely.
Where is Ricky Winslow based?
Ricky Winslow is based in Dubuque, Iowa.
What does Ricky specialize in?
Ricky's specialties include tax planning and estate & legacy planning.
What credentials does Ricky Winslow hold?
Ricky Winslow holds the CFP credential.
Is Ricky Winslow registered with the SEC?
Yes. Ricky Winslow is registered as an investment adviser representative in IA and WI (CRD 2462979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does StackStone Wealth manage?
StackStone Wealth reports $1.49B across 7,944 accounts in assets under management.
How do I contact Ricky Winslow?
Through Ricky's website, stackstone-wealth.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
- StackStone Wealth 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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