Firm
Winslow Drake
Cathedral City, California
Fee-only
Winslow Drake at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 1 employee and 92 individual clients, 24 of them high net worth.
- Its average account is about $705,000 (assets it manages divided by its 99 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Cathedral City, California |
|---|---|
| Website | winslowdrake.com |
| Phone | (213) 596-8399 |
Winslow Drake fees
Winslow Drake doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 |
|---|---|
| Assets managed | $70 million |
| Individual clients | 68 |
| High-net-worth clients | 24 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 286638 |
Advisors at this firm (3)
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