Roleen De Ono
Paul Winkler · Cookeville, Tennessee
Roleen De Ono is a fee-only financial advisor at Paul Winkler in Cookeville, Tennessee, who holds the ChFC credential. Roleen focuses on retirement planning. Paul Winkler reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Roleen →
Specialties
Facts
| Firm | Paul Winkler |
|---|---|
| Based in | Cookeville, 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 CA, FL, GA, KY, TN · CRD 7706843 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | paulwinkler.podbean.com |
How Roleen's firm compares
- Paul Winkler's average account is about $519,000, from its Form ADV (assets managed divided by 2,459 accounts).
Request an introduction to Roleen
Tell Roleen a little about what you're looking for. Roleen 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 Roleen
Is Roleen De Ono a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roleen 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 Roleen charge for financial advice?
Roleen's firm, Paul Winkler, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roleen De Ono based?
Roleen De Ono is based in Cookeville, Tennessee.
What does Roleen specialize in?
Roleen's specialties include retirement planning.
What credentials does Roleen De Ono hold?
Roleen De Ono holds the ChFC credential.
Is Roleen De Ono registered with the SEC?
Yes. Roleen De Ono is registered as an investment adviser representative in CA, FL, GA, KY and TN (CRD 7706843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paul Winkler manage?
Paul Winkler reports $1.28B across 2,459 accounts in assets under management.
How do I contact Roleen De Ono?
Through Roleen'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.
See something wrong? Request a correction. Read our methodology.