# Lorri Winkcompleck

> Lorri Winkcompleck is a fee-only financial advisor at Gap Financial Services in Austin, Texas, who holds the CFP, ChFC and CRPC credentials. Gap Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lorri-winkcompleck/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Gap Financial Services
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $132.0M across 293 accounts
- **Credentials:** CFP, ChFC, CRPC
- **CRD:** 6804089 (https://adviserinfo.sec.gov/individual/summary/6804089)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://gapfinancialservices.com

## Frequently asked questions

### Is Lorri Winkcompleck a fee-only financial advisor?

Yes. Lorri Winkcompleck is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lorri's firm.

### How does Lorri charge for financial advice?

Lorri's firm, Gap Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lorri Winkcompleck based?

Lorri Winkcompleck is based in Austin, Texas.

### What credentials does Lorri Winkcompleck hold?

Lorri Winkcompleck holds the CFP, ChFC and CRPC credentials.

### Is Lorri Winkcompleck registered with the SEC?

Yes. Lorri Winkcompleck is registered as an investment adviser representative in LA and TX (CRD 6804089), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Gap Financial Services manage?

Gap Financial Services reports $132.0M across 293 accounts in assets under management.

### How do I contact Lorri Winkcompleck?

Through Lorri's website, gapfinancialservices.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39512): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.