Winiecki Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,282,020
Clients
40
Advisors
1
of 1 employees
About
Winiecki Wealth Management serves individuals and families as well as business and retirement-plan clients, offering discretionary and non-discretionary investment advisory services, 401(k)/403(b) plan advisory, consulting, financial planning, and paid speaking engagements. The firm manages about $64 million in client assets across roughly 40 clients, and provides both ongoing portfolio management and limited-scope consulting or speaking engagements.
WWM constructs portfolios primarily with ETFs, mutual funds, Treasury bills, CDs, and fixed income, using target asset allocations and fund screening criteria such as expense ratio, performance, volatility, and manager tenure. Portfolios are monitored regularly (with quarterly reviews and periodic rebalancing driven by risk, cost, and tax considerations) and WWM may provide independent strategy advice or tailored restrictions at a client’s request.
Compared with many solo independent advisers, the firm regularly advises retirement plan sponsors and can serve as either an ERISA 3(21) or 3(38) fiduciary, and it holds a material amount of non-discretionary retirement-plan assets (about $22 million). The sole advisor’s prior background in accounting and law underpins a mix of plan consulting, speaking/educational services, and individualized wealth-planning work that distinguish the firm’s service set from many peers.
Client services
Expertise
Occupation focus
Fee options
Negotiable flat fees for consulting, speaking, and financial planning services ranging from $500 to $10,000
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Up to $750 per hour for consulting, speaking, and financial planning services
Account minimum: $500,000
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Winiecki Wealth Management · Winiecki Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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