Adam Wojtkowski
Copper Beech Wealth Management · Mansfield, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 |
| Assets under management | $78.2M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, MI, NH, RI · CRD 4803455 |
| Exams passed | Series 63 (2004) · Series 66 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | copperbeechwealth.com |
| Profile |
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Questions about Adam
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.
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
- Copper Beech Wealth Management 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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