James Wood is a CFP-designated registered investment advisor at Paul Winkler, INC., based in Goodlettsville, TN, with 27 years of industry experience. James 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.
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 | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $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
Location
3050 Business Park Circle, Suite 503, Goodlettsville, TN, 37072
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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 →Employment History
Current Registrations
Paul Winkler, INC.
Previous Registrations
A Clear Strategy, LLC
Signature Investments, INC.
Sicor Securities INC
Cambridge Investment Research Advisors, INC.
Lincoln Financial Advisors Corporation
State Registrations6 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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