Firm
WIN Private Wealth
Elk Grove, California
Fee-only
WIN Private Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 14 individual clients.
- Its average account is about $213,000 (assets it manages divided by its 14 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Elk Grove, California |
|---|---|
| Website | winprivatewealth.com |
| Phone | (209) 390-2246 |
WIN Private Wealth 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.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Annual fee: Starting at $6,000" source
"Our AUM fee is competitive and transparent - starting at 1%." source
"We manage your investment portfolio and charge a percentage of the assets we manage." source
"or clients who simply prefer a flat-fee relationship." 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 | $3 million |
| Individual clients | 14 |
| Accounts managed | 14 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 338220 |