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Paul Winkler

Paul Winkler, INC.
34 Years of Experience
Goodlettsville, TN
1 Disclosure
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Paul Winkler is a ChFC-designated registered investment advisor at Paul Winkler, INC., based in Goodlettsville, TN, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,459 clients with $1.3B in assets under management.

Paul Winkler, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
2,459 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.50%
$1.0M - $4.0M0.40%
$4M+0.25%

Representative fee schedule for Paul Winkler, Inc. co-advisory services with Matson Money. Third-party asset manager charges an additional fee of up to 1.00% per year, with total combined fees not to exceed 2.0% annually. Fees may be waived or reduced at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is an author of investment-related books and a therapist at The Babb Center, dedicating about 10-20% of his time to the latter. He also serves on the board of directors for The Center of Human Flourishing and as a board of trustee for Trevecca University.

Employment History
Current Registrations
Paul Winkler, INC.
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Intervest International Equities CorporationBroker
December 2001 - March 2002 · 3 mos
Richard B. Vance & CompanyBroker
June 1999 - December 2001 · 2 yrs 6 mos
Ffp Securities, INC.Broker
May 1998 - July 1999 · 1 yr 2 mos
Fortis Investors, INC.Broker
January 1993 - May 1998 · 5 yrs 4 mos
MML Investors Services, INC.Broker
May 1992 - January 1993 · 8 mos
Metlife Securities INC.Broker
September 1989 - February 1992 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
September 1989 - February 1992 · 2 yrs 5 mos
State Registrations25 states
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Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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