Wisniewski Wealth Management fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 24, 2026, Wisniewski Wealth Management charges an annual fee of $600-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $600-$50,000/yr
“Our annual Flat Fee generally ranges between $600 to $50,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wisniewski Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “To the extent fees are charged in arrears and Adviser is the terminating party, Adviser shall be entitled to a pro rata amount of fees based upon the number of days in the applicable billing period up to the termination date.”
- “If a client terminates the advisory agreement, fees shall be charged in full through the remainder of the then-current billing period and no pro rata refund of any pre-paid fees shall be made by Adviser.”
How Wisniewski Wealth Management’s fees compare
- Its annual fee of $600-$50,000 spans the Texas median of $6,000. 91% of the 106 other Texas planners that publish an annual fee charge less.
- 11 of the 12 other planners in Dallas that publish an annual fee charge less.
About Wisniewski Wealth Management
“Our consultative financial planning process is designed to encapsulate the money-related items in the client’s life, with an initial focus on organizing the client’s financial pictures.”
- Principal: Scott Wisniewski
- Firm size: 5 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 273
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $266,149,431
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150264
- Phone
- (972) 965-8261
Can advise clients in 7 states: California, Colorado, Florida, Louisiana, Missouri, Ohio, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.