Firm
Windward Wealth Strategies
Oshkosh, Wisconsin
Fee-only
Windward Wealth Strategies at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 394 individual clients, 100 of them high net worth.
- Its average account is about $633,000 (assets it manages divided by its 397 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Oshkosh, Wisconsin |
|---|---|
| Website | windwardwealthstrategies.com |
| Phone | (920) 230-2215 |
Windward Wealth Strategies fees
Windward Wealth Strategies 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 | $251 million |
| Individual clients | 294 |
| High-net-worth clients | 100 |
| Accounts managed | 397 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-81031) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 175126 |