Advisor at Paul Winkler, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Paul Winkler, Inc.
Location
Gallatin, TN 37066
Credentials
CFP®, Series 63
Industry experience
14 years
Fixed fees for Wealth Planning services ($2,500 to $10,000); one-time fees for electronic educational courses ranging from $100 to $250 per course; $500 non-negotiable fee for Coaching/Planning Engagement Agreement.
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.50% $1,000,000 - $4,000,000: 0.40% $4,000,000+: 0.25%
$175 per hour for financial planning services after initial 5-day termination period.
Account minimum: No minimum required by Paul Winkler, Inc.; however, the third-party asset manager (TPAM) may require a minimum account balance which may be reduced or waived at their discretion. Minimum fee: $500 non-negotiable fee for Coaching/Planning Engagement Agreement, paid in advance (may be waived or reduced at Firm's discretion). Fee-only: Fixed fees for Wealth Planning ranging from $2,500 to $10,000 per initial engagement; hourly rate of $175/hour after initial 5-day termination period for financial planning engagements.
Paul Winkler, Inc.
2016 - Present (10 years)
Paul Winkler, Inc.
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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