Firm
Wynn Capital Management
Santa Cruz, California
Fee-only
Wynn Capital Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 89 individual clients, 41 of them high net worth.
- Its average account is about $374,000 (assets it manages divided by its 273 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Cruz, California |
|---|---|
| Website | wynncapital.com |
| Phone | (831) 600-7326 |
Wynn Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"There's no account minimum. It's the person, not the portfolio." 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 |
|---|---|
| Assets managed | $102 million |
| Individual clients | 48 |
| High-net-worth clients | 41 |
| Accounts managed | 273 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135896) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 119355 |