# Adam Wojtkowski

> Adam Wojtkowski is a fee-only financial advisor at Copper Beech Wealth Management in Mansfield, Massachusetts, who holds the CFP credential. Adam charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/adam-wojtkowski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Copper Beech Wealth Management
- **Based in:** Mansfield, Massachusetts
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $78.2M across 211 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 4803455 (https://adviserinfo.sec.gov/individual/summary/4803455)
- **SEC registration:** Investment adviser representative in MA, MI, NH, RI
- **Exams passed:** Series 63 (2004), Series 66 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://copperbeechwealth.com

## Frequently asked questions

### Is Adam Wojtkowski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Copper Beech Wealth Management 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 charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Adam charge?

According to Copper Beech Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Adam Wojtkowski based?

Adam Wojtkowski is based in Mansfield, Massachusetts.

### What does Adam specialize in?

Adam's specialties include retirement planning. Adam works with retirees, pre-retirees and mid-life transitions.

### What credentials does Adam Wojtkowski hold?

Adam Wojtkowski holds the CFP credential.

### Is Adam Wojtkowski registered with the SEC?

Yes. Adam Wojtkowski is registered as an investment adviser representative in MA, MI, NH and RI (CRD 4803455), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Copper Beech Wealth Management manage?

Copper Beech Wealth Management reports $78.2M across 211 accounts in assets under management.

### How do I contact Adam Wojtkowski?

Through Adam's website, copperbeechwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4803455): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.copperbeechwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.