Winged Wealth Management and Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,157,981
Clients
51
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
HighAverage account size
$885,451
About
Winged Wealth Management and Financial Planning works with individual clients — including higher‑asset households — to provide comprehensive financial planning and discretionary investment management, and it also offers project‑based and hourly planning engagements. The firm prepares written financial plans, implements and monitors portfolios, and reports that it manages roughly $45 million for about 50 clients.
The firm’s investment process combines fundamental security analysis with principles of modern portfolio theory to establish asset allocation targets and construct portfolios consistent with each client’s Investment Policy Statement, and accounts are reviewed on a regular (quarterly) basis. Its advisory work routinely integrates retirement, tax, insurance, college (including advice on held‑away 529 plans), and estate planning, and the firm discloses operational practices such as aggregating (block) trades when appropriate.
What is distinctive relative to many peers is the firm’s regular provision of educational seminars and public speaking engagements for groups — an offering the brochure notes may be paid or provided pro‑bono and is uncommon among independent advisors. The firm also emphasizes military‑focused planning credentials and the use of third‑party estate‑document services to help implement plans, signaling experience with service members and a willingness to coordinate outside specialists for clients’ non‑investment needs.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
Cash flow / budgeting
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
Main office location
Winged Wealth Management and Financial Planning
Niceville FL, United States
Number of offices
1
Most active in
Winged Wealth Management and Financial Planning has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Texas · Virginia
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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