Winding Trail Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289035
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals87.12%
- Corporations / Businesses12.88%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Winding Trail Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual practitioner. The firm serves individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection-of-other-advisers services. It operates as a capital allocator, using external managers where appropriate, and maintains an affiliation with accounting professionals. Fee arrangements include a percentage-of-assets model along with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Cash & Cash Equivalents38%
- Public Funds/Mutual Funds10%
Contacts
1 of 1
Dwight Dettloff
FounderCRD 6818104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Capstone Wealth Advisors, LLC
RIAAndalusia, AL