Mark Phillip Komorowski
Advisor at Wellment Financial — Elmhurst, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Elmhurst, IL 60126
Wellment Financial
Team
Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.
Based on Wellment Financial
Based on Wellment Financial
Fixed fee for one-time financial planning services, minimum $1,000, maximum $24,000
Commission-based compensation for insurance products sold by affiliated insurance agents; separate from advisory fees
Ongoing financial planning services charged as a flat monthly fee ranging from $300 to $1,500 per month
Account minimum: $250,000 Minimum fee: Minimum fixed fee of $1,000 for one-time financial planning services Fee-only: Fixed fees for financial planning services ranging from $1,000 to $24,000 for one-time plans; ongoing planning fees range from $300 to $1,500 per month
Elmhurst, IL
444 N. York Street
Elmhurst IL 60126
Advisors at this office
10
Illinois
6 years of industry experience
FSR Insurance Planning, LTD.
2025 - Present • 1 year
Elmhurst, IL
FSR Wealth Management Ltd.
2025 - Present • 1 year
Elmhurst, IL
EQUITABLE
2025 - 2025 • 1 year
Downers Grove, IL
Equitable Advisors
2020 - 2025 • 5 years
New York, NY
Axa Advisors, Llc
2020 - 2020 • 1 year
New York, NY
Nexen Group
2008 - 2020 • 12 years
Vadnais Heights, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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.
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.
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