Winnacle Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“Comprehensive Financial Planning Services Comprehensive Financial Planning is charged at a total cost between $3,000 and $10,000 for a four-month planning period.”

Monthly fee

$1,200/mo

“An upfront deposit is required, in an amount equal to $1,200, with the remaining balance charged equally at $1,200 a month across months two, three, and four, with any remaining balance to be paid at the time the plan is delivered to the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Winnacle Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid monthly in arrears pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the date of funding the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Winnacle Wealth, LLC’s fees compare

• Its flat or project fee of $3,000-$10,000 spans the Texas median of $3,850. 71% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Waco that publish a flat or project fee charge less.

About Winnacle Wealth, LLC

• Firm size: 6 employees.
• Founded: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

385

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$144,958,007

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

317181

Website

winnaclewealth.com (opens in new tab)

Phone

(254) 776-8400

Can advise clients in 3 states: Louisiana, North Dakota, Texas

Other planners in Waco that publish fees

• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• Brilliant Financial Strategies LLCWaco$200⁠-⁠$500/hr, $300⁠-⁠$500/mo
• Disciplined Investors, L.L.C.Waco$150⁠-⁠$300/hr
• John Wessler & AssociatesWaco$250/hr, $25,000
• Noble Advisory Group LLCWaco$150/hr
• Open Range Financial Group, LLCWaco$10,000

Compare all 11 planners in Waco