Winged Wealth Management and Financial Planning
Winged Wealth Management and Financial Planning offers comprehensive financial planning and investment management services for individuals, families, and high-net-worth clients. Founded in 2020 and led by Brian O'Neill, the firm focuses on a holistic approach to wealth management, helping clients navigate retirement planning, tax strategies, estate planning, cash flow management, debt reduction, and employee benefits. Winged Wealth Management and Financial Planning primarily bundles ongoing financial planning with discretionary investment management under a fixed annual retainer structure. In addition to ongoing wealth management, the firm provides project-based financial planning engagements and hourly consulting for specific topics such as college savings, risk management, and retirement income strategies. The firm operates with a fiduciary standard, meaning advisors are legally required to act in their clients' best interests, and does not accept commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Rates apply in limited circumstances where investment management is handled separately from the bundled annual planning retainer. Fees are negotiable above $2,000,000.