Kurt Winiecki
Winiecki Wealth Management · Chicago, Illinois
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.
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Specialties
Facts
| Firm | Winiecki Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Assets under management | $64.4M across 113 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5391124 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.winieckiwealth.com |
| Profile |
How Kurt's firm compares
- Winiecki Wealth Management's average account is about $570,000, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Kurt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Winiecki Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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