# Russell Gilfix

> Russell Gilfix is a fee-only financial advisor at Wind & Rose in Willsboro, New York. Wind & Rose reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/russell-gilfix/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wind & Rose
- **Based in:** Willsboro, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $13.2M across 7 accounts
- **CRD:** 4616817 (https://adviserinfo.sec.gov/individual/summary/4616817)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Russell Gilfix a fee-only financial advisor?

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

### How does Russell charge for financial advice?

Russell's firm, Wind & Rose, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Russell Gilfix based?

Russell Gilfix is based in Willsboro, New York.

### Is Russell Gilfix registered with the SEC?

Yes. Russell Gilfix is registered as an investment adviser representative in NY (CRD 4616817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wind & Rose manage?

Wind & Rose reports $13.2M across 7 accounts in assets under management.

### How do I contact Russell Gilfix?

Contact details aren't on file yet. Search for Wind & Rose.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4616817): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.