CRD: 289035
Winding Trail Financial Planning, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2017
- Office Locations
- 1
Office Locations
About Winding Trail Financial Planning, LLC
Winding Trail Financial Planning is a fee-only, fiduciary RIA based in Lafayette, CO serving retirees and near-retirees in Colorado and nationwide. It provides ongoing, tax-efficient financial planning, retirement income planning, and investment management, with tax preparation offered separately via an affiliated CPA firm. Public reporting shows portfolios skew to ETFs, and founder Dwight Dettloff (CPA, CFP, RICP) testified to Colorado regulators on advisor transparency.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dwight Charles Dettloff
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6818104
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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