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Windward Financial Planning, Inc. (Prairie Village)


Windward Financial Planning, Inc. is a large advisory firm based in Prairie Village. It manages $62.07 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Kansas, Louisiana, Missouri, and Texas.




Windward Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Windward Financial Planning: assets under management

The assets under management (AUM) of Windward Financial Planning, Inc. is $62.07 million. The firm's AUM has grown by 81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.85 million in discretionary accounts and $1.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Windward Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Prairie Village

The principal office where Windward Financial Planning, Inc. performs its advisory services is located at 4200 Somerset, Prairie Village, KS 66208, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-381-7411 or by fax 913-381-7609. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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