Winder Wealth Management is a registered investment advisor founded in 2022 and owned by Certified Financial Planner Danielle Winder. Winder Wealth Management specializes in providing personalized financial planning, consulting, and tax preparation services. The firm does not manage investment portfolios or provide ongoing investment management, focusing instead on holistic financial planning covering budgeting, debt management, retirement projections, insurance reviews, and estate planning analyses. Clients typically begin with a comprehensive initial financial plan categorized into different tiers based on complexity, followed by optional ongoing quarterly consulting. Winder Wealth Management operates as a fee-only advisory firm and does not sell financial products or receive commissions.
Fee Structure
Winder Wealth Management charges a flat fee of $500 per quarter, paid in advance, for ongoing financial consulting services. To qualify for ongoing planning, clients must first complete an initial financial plan. Ongoing planning includes:
- Quarterly review meetings
- Quarterly progress reports tracking progress toward financial goals
- Updated recommendations as needed
- Tier 1 Initial Financial Plan — $3,000 fixed fee, covering budgeting, debt management, and basic recommendations
- Tier 2 Initial Financial Plan — $5,000 fixed fee, covering net worth statements, goal analysis, investment recommendations, and portfolio analysis
- Tier 3 Initial Financial Plan — $7,000 fixed fee, covering comprehensive insurance and estate planning analysis along with all Tier 2 topics
- Hourly consulting — $250 per hour if a client cancels after the initial grace period