# Kurt Winiecki

> Kurt Winiecki is a fee-only financial advisor at Winiecki Wealth Management in Chicago, Illinois. Kurt charges a percentage of assets and focuses on tax planning.

Page: https://find.wellspent.co/advisors/kurt-winiecki/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Winiecki Wealth Management
- **Based in:** Chicago, Illinois
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $64.4M across 113 accounts
- **Specialties:** Tax planning
- **CRD:** 5391124 (https://adviserinfo.sec.gov/individual/summary/5391124)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.winieckiwealth.com

## Frequently asked questions

### Is Kurt Winiecki a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Winiecki Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kurt charge for financial advice?

Kurt charges a percentage of assets.

### Where is Kurt Winiecki based?

Kurt Winiecki is based in Chicago, Illinois.

### What does Kurt specialize in?

Kurt's specialties include tax planning.

### Is Kurt Winiecki registered with the SEC?

Yes. Kurt Winiecki is registered as an investment adviser representative in IL (CRD 5391124), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Winiecki Wealth Management manage?

Winiecki Wealth Management reports $64.4M across 113 accounts in assets under management.

### How do I contact Kurt Winiecki?

Through Kurt's website, www.winieckiwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5391124): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.winieckiwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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