Dwight Dettloff
Dwight Dettloff is a CFP, PFS-designated registered investment advisor at Winding Trail Financial Planning, LLC, based in Lafayette, CO, with 8 years of industry experience. Dwight operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 9 clients with $13M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Contact
Dwight Dettloff
Location
Lafayette, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dwight is the managing member of Winding Trail Accounting, LLC, a licensed CPA firm in Colorado, where he provides tax advice, preparation, and business consulting services. This activity takes about 10-20% of Dwight's time.
Employment History
Current Registrations
Winding Trail Financial Planning, LLC
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