Reid Winder
Reid Winder is a registered investment advisor at Total Wealth Planning and Management, INC., based in Ponte Vedra, FL, with 27 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 365 clients with $200M 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% |
These fees are for the Traditional Over Top Service Platform. Fees are negotiable. For certain complex situations a maximum fee of 2% may be charged. The eOver the Top Service Platform (electronic only) has a different fee schedule: Below $3,335: $25 flat fee; $3,336 - $50,000: 0.75% per year; $50,001 - $99,999: 0.50% per year.
Fee Estimator
Location
Ponte Vedra, 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.