Winding Trail Financial Planning, LLC

Overview

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