Reid Winder
Reid Winder is a registered investment advisor at Total Wealth Planning and Management, INC., based in Palmetto, FL, with 28 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 414 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and situation complexity. Certain complex situations may be charged a maximum fee of 2.00%.
Fee Estimator
Location
Palmetto, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reid is the Managing Member of RTW Investments, LLC, a business support company that operates under a DBA. RTW Investments, LLC provides life insurance, long-term care insurance, and indexed annuity products.
Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Longboat Key Financial Group, LLC
Longboat Key Financial Group, LLC
Raymond James Financial Services
Merrill Lynch Pierce Fenner & Smith INC.
Raymond James & Associates, INC.
State Registrations2 states
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
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