Jonathan Winzeler
Jonathan Winzeler is a CFP, ChFC-designated registered investment advisor at Sunburst Financial Group, LLC, based in Vestavia Hills, AL, with 25 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 877 clients with $810M 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 $100K | 1.00% |
| $100K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Location
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL, 35216
Get directionsHistory
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
Jonathan works as an independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Sunburst Financial Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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.