Wienken Advisors, Ltd.

Updated today

Find your advisor

Total assets under management

Total clients

Total advisors

of 9 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

—

Average account size

—

About

Wienken Advisors, Ltd. provides fee-based financial education and limited-scope advisory services to individuals, federal, state and municipal agencies, and institutional entities such as educational and charitable institutions. Its offerings include live and employer-sponsored seminars, recorded video courses, a Retirement Application Forms Review service for federal employees, retirement planning consultations, and financial coaching.

The firm delivers advice primarily through educational programs and defined consulting engagements rather than by managing client investment accounts; it does not take custody of client assets or exercise investment discretion. Fees for its consultations and coaching are quoted as fixed or on an hourly basis (negotiable and not directly debited from client accounts), and the firm uses independent research sources like Morningstar, S&P and government publications to support its materials.

Notable for a firm in the investment-manager category, Wienken emphasizes education and one-off consulting rather than percentage-of-assets-under-management billing; it does not charge percentage‑of‑AUM advisory fees. The firm’s associated persons also offer brokerage and insurance services through a separate broker/dealer and carrier, a dual-structure arrangement clients may encounter when seeking transactional services beyond Wienken’s educational and retirement-planning work.

Client services

Educational seminars or workshops

Advise and coach on retirement planning issues and other distinct or situational financial matters.

Expertise

General retirement planning

Occupation focus

Retired

Fee options

Fixed

Fixed fee of $299 for Retirement Application Forms Review Service; fixed fees are negotiable for other services

Project-based

Hourly fees range from $85 to $250 per hour for Retirement Planning Issues Consultation Service and Financial Advisory/Coaching Service

Other

Minimum fee: A $500 maximum retainer or one-half of the fee payable is due upon signing the client agreement for certain services Fee-only: Fixed fees for services such as Retirement Application Forms Review Service ($299), seminar fees ($10-$500), video courses ($50-$100), and flexible fixed fees for consulting services

Main office location

Wienken Advisors, Ltd.

100 Sterling Parkway, Suite 307

Mechanicsburg PA 17050, United States

Number of offices

Most active in

Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 717-791-3390

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support