# Arek Puzia

> Arek Puzia is a fee-only financial advisor at PathWise in Walnut Creek, California, who holds the CFP credential. Arek focuses on small business owners. PathWise reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** PathWise
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $255.0M across 505 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners
- **CRD:** 5706618 (https://adviserinfo.sec.gov/individual/summary/5706618)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2011), Series 65 (2013)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.pathwise.co

## Frequently asked questions

### Is Arek Puzia a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Arek holds no broker registration, and PathWise reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Arek charge for financial advice?

Arek's firm, PathWise, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Arek Puzia based?

Arek Puzia is based in Walnut Creek, California.

### What does Arek specialize in?

Arek's specialties include small business owners.

### What credentials does Arek Puzia hold?

Arek Puzia holds the CFP credential.

### Is Arek Puzia registered with the SEC?

Yes. Arek Puzia is registered as an investment adviser representative in CA and TX (CRD 5706618), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PathWise manage?

PathWise reports $255.0M across 505 accounts in assets under management.

### How do I contact Arek Puzia?

Through Arek's website, www.pathwise.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5706618): 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://pathwise.co/): 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.