Firm
Winchester Capital Services
Kenner, Louisiana
Fee-only
Winchester Capital Services at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 92 individual clients, 6 of them high net worth.
- Its average account is about $121,000 (assets it manages divided by its 159 accounts).
Facts
| Based in | Kenner, Louisiana |
|---|---|
| Phone | (504) 723-8400 |
Winchester Capital Services fees
Winchester Capital Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $19 million |
| Individual clients | 86 |
| High-net-worth clients | 6 |
| Accounts managed | 159 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 313690 |