Danielle Winder is a CFP-designated registered investment advisor at Winder Wealth Management LLC, based in Las Vegas, NV, with 10 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Winder Wealth Management offers ongoing financial consulting services for a flat fee of $500 per quarter, paid in advance. This includes quarterly meetings and progress reports.
Winder Wealth Management offers initial financial plans at the following fixed fees:
- Tier 1: $3,000
- Tier 2: $5,000
- Tier 3: $7,000
Location
Las Vegas, NV
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 Activities
Danielle works as a tax preparer, dedicating a significant portion of her time to this activity. She also serves as the treasurer for Hillcrest Homeowners Association, requiring minimal time.
Employment History
Current Registrations
Winder Wealth Management LLC
Previous Registrations
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
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.