Henry Gorecki
HG Wealth Management · Chicago, Illinois
Henry Gorecki is a fee-only financial advisor at HG Wealth Management in Chicago, Illinois, who holds the CFP credential. Henry focuses on retirement planning and estate & legacy planning. HG Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | HG Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $34.5M across 82 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 1567719 |
| Exams passed | Series 63 (1987) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | hgwealthmanagement.com |
How Henry's firm compares
- HG Wealth Management's average account is about $421,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about Henry
Is Henry Gorecki a fee-only financial advisor?
Yes. Henry Gorecki is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Henry's firm.
How does Henry charge for financial advice?
Henry's firm, HG Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Henry Gorecki based?
Henry Gorecki is based in Chicago, Illinois.
What does Henry specialize in?
Henry's specialties include retirement planning and estate & legacy planning.
What credentials does Henry Gorecki hold?
Henry Gorecki holds the CFP credential.
Is Henry Gorecki registered with the SEC?
Yes. Henry Gorecki is registered as an investment adviser representative in IL and TX (CRD 1567719), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does HG Wealth Management manage?
HG Wealth Management reports $34.5M across 82 accounts in assets under management.
How do I contact Henry Gorecki?
Through Henry's website, hgwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- HG Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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