Firm
Westwind Capital
Las Cruces, New Mexico
Fee-only
Facts
| Based in | Las Cruces, New Mexico |
|---|---|
| Website | ww-capital.com |
| [email protected] | |
| Phone | (575) 556-8500 |
Westwind Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Yes. Our household minimum is $250,000." source
"Westwind Capital, charges a management fee for investment services and financial planning services." 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 |
|---|---|
| Assets managed | $796 million |
| Individual clients | 742 |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 106802 |