Winding Trail Financial Planning, LLC
Lafayette, Colorado
Winding Trail Financial Planning, LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 9 individual clients.
- Its average account is about $275,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Lafayette, Colorado |
|---|---|
| Website | windingtrailfinancial.com |
| [email protected] |
Questions about Winding Trail Financial Planning, LLC
Does Winding Trail Financial Planning, LLC have an account minimum?
Yes. Winding Trail Financial Planning, LLC states an account minimum of $750,000. We found this on its website, checked October 28, 2026.
How is Winding Trail Financial Planning, LLC paid?
Winding Trail Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Winding Trail Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Winding Trail Financial Planning, LLC.
What is the average account at Winding Trail Financial Planning, LLC?
Winding Trail Financial Planning, LLC's average account is about $275,000. That's the assets on its Form ADV divided by its 48 accounts.
What does Winding Trail Financial Planning, LLC specialize in?
Winding Trail Financial Planning, LLC's advisors and website list retirement planning and tax planning.
Winding Trail Financial Planning, LLC 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.
| Account minimum | $750,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Liquid assets above $750,000" source
"The annual advisory fee depends on the scope of the relationship, the complexity of the household, and the assets involved" 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 | $13 million |
| Individual clients | 9 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | June 9, 2026 |
| SEC record | CRD 289035 |