Firm
Open Window Financial Solutions, Ltd.
Reno, Nevada
Fee-only
Open Window Financial Solutions, Ltd. at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 91 individual clients, 65 of them high net worth.
- Its average account is about $892,000 (assets it manages divided by its 319 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Reno, Nevada |
|---|---|
| Website | openwindow.com |
| [email protected] | |
| Phone | (775) 827-0670 |
Open Window Financial Solutions, Ltd. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.4% to 1.75% a year |
|---|---|
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"usually from 0.40% to 1.75% per year" source
"usually from 0.40% to 1.75% per year" source
"These clients are charged a fixed percentage of the portfolio, usually around 1% per year (usually from 0.40% to 1.75% per year)." source
"Although we offer hourly advice, and advice on specific projects" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $284 million |
| Individual clients | 26 |
| High-net-worth clients | 65 |
| Accounts managed | 319 |
| Employees | 6 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-114451) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 131562 |