Russell Gilfix
Wind & Rose · Willsboro, New York
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.
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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 | $13.2M across 7 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4616817 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Russell's firm compares
- Wind & Rose's average account is about $1.9 million, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Russell
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.
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.
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