Overview

Headquarters
Waco, TX
Total Firm Assets
$145 million
Average High-Net-Worth Client Portfolio Size
$1.8 million

Fee Disclosure

Source: WINNACLE WEALTH ADV 2A (2026-10-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.10%
$1,000,001 $5,000,000 0.60%
$5,000,001 and above 0.35%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,000 1.10%
$5 million $35,000 0.70%
$10 million $52,500 0.52%
$50 million $192,500 0.38%
$100 million $367,500 0.37%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
45.67%
Number of High-Net-Worth Clients
37
Total Client Accounts
1,264
Discretionary Accounts
1,264

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
317181

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

Related Resources

Find Similar Advisors

Browse TX advisors

Learn About Fees

How advisor fees work and what to expect

Compare Top Firms

Forbes and Barron's rankings of leading RIAs

Advisor Selection Guide

Understanding advisor types and credentials