Adam Waitkevich
Caveness Wealth Advisory · Worcester, Massachusetts
Adam Waitkevich is a fee-only financial advisor at Caveness Wealth Advisory in Worcester, Massachusetts. Adam focuses on retirement planning and divorce financial planning. Caveness Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Caveness Wealth Advisory |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.07B across 3,273 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4735172 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.cavenessadvisory.com |
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Questions about Adam
Is Adam Waitkevich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Caveness Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Caveness Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Adam charge?
According to Caveness Wealth Advisory's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Adam Waitkevich based?
Adam Waitkevich is based in Worcester, Massachusetts.
What does Adam specialize in?
Adam's specialties include retirement planning and divorce financial planning. Adam works with retirees, pre-retirees, executives, founders and high earners.
Is Adam Waitkevich registered with the SEC?
Yes. Adam Waitkevich is registered as an investment adviser representative in MA (CRD 4735172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caveness Wealth Advisory manage?
Caveness Wealth Advisory reports $1.07B across 3,273 accounts in assets under management.
How do I contact Adam Waitkevich?
Through Adam's website, www.cavenessadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Caveness Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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