David Gradzki
Roffman Miller Wealth Management · Philadelphia, Pennsylvania
David Gradzki is a fee-only financial advisor at Roffman Miller Wealth Management in Philadelphia, Pennsylvania, who holds the CFP credential. David focuses on retirement planning and family wealth transfer. Roffman Miller Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Roffman Miller Wealth Management |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.20B across 1,599 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7403971 |
| Exams passed | Series 65 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.roffmanmiller.com |
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Questions about David
Is David Gradzki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Roffman Miller Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Roffman Miller Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David Gradzki based?
David Gradzki is based in Philadelphia, Pennsylvania.
What does David specialize in?
David's specialties include retirement planning and family wealth transfer. David works with pre-retirees, retirees and multi-generational families.
What credentials does David Gradzki hold?
David Gradzki holds the CFP credential.
Is David Gradzki registered with the SEC?
Yes. David Gradzki is registered as an investment adviser representative in PA (CRD 7403971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roffman Miller Wealth Management manage?
Roffman Miller Wealth Management reports $3.20B across 1,599 accounts in assets under management.
How do I contact David Gradzki?
Through David's website, www.roffmanmiller.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
- Roffman Miller 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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