Emily Wisniewski is a registered investment advisor at Wisniewski Wealth Management, based in Dallas, TX, with 1 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 266 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wisniewski Wealth Management charges an annual fee based on a percentage of the assets they manage, plus a flat recurring fee. The asset-based fee can range up to 1.5% per year and may decrease as the amount you invest increases. The annual flat fee generally ranges from $600 to $50,000 per year, and increases by 5% each January 1st.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wisniewski Wealth Management
State Registrations1 state
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