Lorri Winkcompleck
Gap Financial Services · Austin, Texas
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.
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Facts
| Firm | Gap Financial Services |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $132.0M across 293 accounts |
| Credentials | CFP · ChFC · CRPC |
| SEC registration | Investment adviser representative in LA, TX · CRD 6804089 |
| Exams passed | Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | gapfinancialservices.com |
How Lorri's firm compares
- Gap Financial Services's average account is about $451,000, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Lorri
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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