Windward Private Wealth Management

Windward Private Wealth Management at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 9 employees and 226 individual clients, 97 of them high net worth.
• Its average account is about $326,000 (assets it manages divided by its 949 accounts).

Fee-only advisors in Kansas · What fee-only advisors charge in Kansas

Facts

Windward Private Wealth Management fees

Windward Private Wealth Management 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

Advisors at this firm (5)

• Andrew Osborne

  CFP

• Blake Harris

• Brandy Ward

• Emily Petty

  CFP

• Nicholas Hartley

  CFP

Other fee-only firms in Overland Park

• Artisan Financial Planning LLC
• Aspyre Wealth Partners
• Balanced Financial Planning, Inc.
• Beyond Wealth
• Caliber Wealth Management
• CoPlanning Financial
• Curtis Capital Advisors
• Dynamic Wealth

Fee-only advisors in Kansas