Winder Wealth Management provides financial planning services, including an initial financial plan and ongoing consultation. The initial plan covers budgeting, debt management, and investment recommendations. Ongoing consultation includes quarterly meetings and progress reports. Winder Wealth Management does not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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
Annual Retainer:$2,000/year
One-Time Plan:$3,000 - $7,000
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