Firm
Winiecki Wealth Management
Chicago, Illinois
Fee-only
Winiecki Wealth Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 20 of them high net worth.
- Its average account is about $570,000 (assets it manages divided by its 113 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | winieckiwealth.com |
| Phone | (312) 961-1266 |
Winiecki Wealth Management fees
Winiecki Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 20 |
| High-net-worth clients | 20 |
| Accounts managed | 113 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 156007 |