Winged Wealth Management and Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,157,981
Total clients
51
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$885,451
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
One-time upfront fixed fee of $1,500 for comprehensive financial plan construction; project-based fixed fees from $3,000 (limited scope) to $16,000 depending on complexity and scope
Up to 1% of assets under management, charged monthly or quarterly in arrears based on prior period-end balance; charged only in limited circumstances
$350 per hour for hourly financial planning engagements; fees may be negotiable
Minimum fee: Minimum annual fee of $6,500 for individuals and $7,500 for couples; annual fees capped at $13,000 for individuals and $16,000 for couples Fee-only: Fixed annual fees for Financial Planning and Wealth Management services; project-based fixed fees ranging from $3,000 to $16,000; hourly financial planning fees at $350 per hour
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Winged Wealth Management and Financial Planning
Niceville FL, United States
Number of offices
1
Forms ADV
Quick links
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