Donald Windle is a CFP-designated registered investment advisor at Windle Wealth, based in Oklahoma City, OK, with 18 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 399 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Advisory fees are negotiable up to a maximum of 1.25% of assets under management. In rare occasions, a flat annual dollar amount may be negotiated.
Fee Estimator
Location
5740 NW 132nd St., Oklahoma City, OK, 73142
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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 Activities
Donald owns VF Group, LLC, a real estate rental company, since 2015. He also contributes articles to CoinDeesk and is a part owner and songwriter for Fist of Five, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Windle Wealth
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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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