Wisniewski Wealth Management
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About
Wisniewski Wealth Management serves individual and high-net-worth clients as well as trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and holistic financial planning. The firm also provides estate planning coordination and an atypical travel planning service that the brochure states is included in clients’ overall advisory relationship.
The firm’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios composed mainly of mutual funds and ETFs, with periodic rebalancing and systematic tilts toward small-cap and value exposures and a preference for investment-grade, short- to intermediate-term fixed income. Portfolio design emphasizes strategic asset allocation as the primary driver of returns and is managed for long-term objectives, with discretionary trading used when agreed in writing.
Notable for a small advisory team, the firm reports managing roughly $266 million across about 273 client relationships, resulting in a relatively concentrated advisor-to-assets and advisor-to-client structure compared with many peers. The brochure also discloses affiliated entities that provide insurance and tax services, which the firm identifies as potential conflicts of interest to be disclosed and managed.
Client services
Expertise
Fee options
One-time estate planning coordination fee ranges from $1,000 to $3,000; Annual Flat Fee ranges from $600 to $50,000, increases 5% annually
Minimum fee: Annual Flat Fee ranges from $600 to $50,000
Main office
5005 Lyndon B Johnson Freeway, Suite 335
Dallas TX 75244
Advisors at this office
2
Most active in
California · Colorado · Florida · Louisiana · Missouri · Ohio · Texas
Also doing business as
Arianna Capital Management · Arianna Capital Management LLC · Er Doc Advisor · Eyemd Advisor · Medspa Financial · Ob Gyn Advisor · Wisniewski Wealth Management · Wisniewski 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
Emily W
Dallas, TX
Wisniewski Wealth Management
Emily Wisniewski is a financial advisor at Wisniewski Wealth Management in Dallas, TX, with one year of industry experience. She has worked at Wisniewski Wealth Management since 2016 and is also involved with MedSpaFinancial.com, a business operating under the same firm since 2017. Wisniewski Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides fiduciary investment management and comprehensive financial planning, with a focus on Modern Portfolio Theory and proprietary model portfolios primarily consisting of mutual funds and ETFs.
Scott W
Series 65
Dallas, TX
Wisniewski Wealth Management
Scott Wisniewski is the founder and principal of Wisniewski Wealth Management in Dallas, TX, holding a Series 65 credential and bringing 16 years of industry experience. He has led his firm since 2009. Outside of his advisory role, he is also the founder and CEO of Arianna Insurance Advisors LLC and Arianna Tax Advisors LLC, providing insurance second opinions and tax-related advice to clients. Wisniewski Wealth Management serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and comprehensive financial planning. The firm applies a Modern Portfolio Theory-based approach with proprietary model portfolios emphasizing strategic asset allocation, primarily using mutual funds and ETFs, and manages approximately $266 million across about 273 client relationships.
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