For SpaceX Employees in Central Texas  ·  Financial planning during the lock up window
The Waco Suspension Bridge and Branding the Brazos cattle statues at sunset

Find Out What Working Together Looks Like.

A Right Fit Call is a short, no-pressure conversation — about 15 minutes — to figure out whether Winnacle Wealth is the right place for the work you're trying to do. You tell us a bit about you, we tell you a bit about us: our style, our fees, and the next steps. We won't recommend anything on this call. If it's a fit, we set up a second call (also free) where you make your go-forward decision.

Waco, Texas

A Short, Exploratory Conversation.

  • You describe what you're working through.
  • We ask questions. Mostly to understand the situation.
  • We tell you, plainly, whether this is something we can help with.
  • If yes, we walk through how we work — our style, our fees, and the next steps.
  • If no, we point you to a better-fit resource.

Not a Pitch, a Sales Call, or a Commitment.

  • We won't recommend an investment.
  • We won't ask you to bring documents or numbers.
  • We won't ask for credit card or bank info.
  • You're not signing up for anything by booking.
  • No follow-up pressure if you decide not to engage.

Pick a Time.

Choose a slot that works for you. You'll get a confirmation and a short note on what to expect — there's nothing to prepare.

Frequently Asked.

Who Do You Typically Work With?

Three groups, mostly. Pre-retirees and Central Texas families building toward (or recently in) retirement, with a 20+ year horizon. Equity-compensated professionals. SpaceX and other equity holders facing vesting, exercise, or liquidity decisions where the tax math actually matters. Women in financial transition. Divorce, widowhood, career change, taking ownership. JustHer® is the practice for these moments.

When Are You Probably Not the Right Fit?

If you're looking for stock-picking or active trading, that's not what we do. If you want a one-time consult with no follow-through, we do ongoing planning. If you're below our typical engagement size, ask anyway; sometimes there's a better starting point (like a class).

Do I Have to Bring Documents?

No. This is a conversation, not a planning meeting. Bring whatever's on your mind.

How Much Do You Charge?

The Right Fit Call is free, and so is the follow-up call where we walk through our fees in detail and you decide whether to move forward. For reference: investment management runs roughly 0.35%–1.30% a year depending on assets, and standalone financial plans are $3,000–$10,000. Nothing is signed until you've seen the full picture, including our Form ADV.

Are You Fiduciaries?

Yes. Winnacle Wealth™ is a fiduciary. Every recommendation is made in our clients' best interests.

Do I Have to Be Local to Waco?

No. Most calls happen on Zoom. We work with clients across the states where we're registered (but the majority of our clients are in Central Texas).

What Happens to My Contact Info?

It stays with us. We don't share, sell, or send marketing partner emails. See the Privacy Policy.

Not Ready? Two Other Ways to Start.

Most clients found us through one of these first.

Take a Retire Ready Class at MCC.

Two-night class taught by Chad. $29 per person/couple.

See upcoming classes →

Grab a Free Guide.

2026 Tax Rates, beneficiaries, the Backdoor Roth, the Women's Guide to Retirement, and more.

Browse resources →