F
Fair Winds Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Fair Winds Financial Planning offers financial planning to individuals and high‑net‑worth clients, focusing on retirement, risk management and insurance, college savings, cash flow and debt management, workplace benefits, special needs planning, and estate planning. The firm delivers completed plans and supporting analyses through an interactive website and requires clients to execute any investment recommendations with their chosen service providers.
The firm operates as an advice‑only planner and does not provide ongoing portfolio management, take custody of client assets, or sponsor wrapped fee programs; instead it charges hourly or fixed planning fees rather than a percentage‑of‑assets model. Fair Winds evaluates clients’ situations using industry‑accepted growth and inflation assumptions and asks clients to supply detailed financial documentation to support the analysis.
Notable differences from many peers include the firm’s explicit absence of assets under management and its refusal to accept commissions, trailer fees, or performance‑based compensation, as well as its limited operational footprint with a single principal who brings extensive financial planning credentials and prior experience as a director of financial planning at a regional bank. The firm also declines to vote proxies or implement transactions on clients’ behalf, leaving execution, custody, and proxy decisions to the client and their chosen custodians.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Debt management
Fee options
Fixed fee ranging from $2,500 to $7,000 for comprehensive financial plans
$125 per hour
Fee-only: Hourly fee of $125 per hour billed in 30-minute increments; Fixed fee for comprehensive financial plans ranging from $2,500 to $7,000
Main office location
Fair Winds Financial Planning
Papillion NE, United States
Number of offices
1
Most active in
Fair Winds Financial Planning has reported serving >5 clients in these states in the last 12 months.
Nebraska
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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