Tomkiewicz Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tomkiewicz Wealth Management, LLC is a fee-only, independent registered investment adviser that provides discretionary wealth management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. Financial planning is provided as part of the firm’s wealth management engagement rather than as a standalone offering.
The firm combines fundamental and technical analysis with principles of modern portfolio theory, using a mix of passive and active strategies and investments such as stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Accounts are managed on a discretionary basis with quarterly reviews and event-driven special reviews, and the firm generally recommends custody through an institutional Schwab platform while employing order aggregation and block trading where appropriate.
Founded in April 2025, the firm manages roughly $1.06 million in discretionary assets and is organized with its principal serving as owner and chief compliance officer. It operates on a fee-only basis, discloses it does not accept third‑party or performance‑based compensation, does not vote client proxies (clients retain proxy voting responsibility), and reports no disciplinary history; the principal holds CFP® certification.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $7,500,000: 0.60% $7,500,000+: 0.50%
Minimum fee: $4,800 minimum annual fee for Wealth Management Services Fee-only: Fee-only firm; compensation solely from clients' fees, no commissions or sales-related compensation
Main office
Wynantskill NY
Advisors at this office
1
Most active in
Massachusetts · New York
Also doing business as
Tomkiewicz Wealth Management · Tomkiewicz Wealth Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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