Dorota Warchol
Virtus Wealth Solutions · Cranford, New Jersey
Dorota Warchol is a fee-only financial advisor at Virtus Wealth Solutions in Cranford, New Jersey, who holds the ChFC credential. Virtus Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Virtus Wealth Solutions |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $594.9M across 1,050 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NJ · CRD 2699754 |
| Exams passed | Series 63 (1996) · Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.virtuswealthsolutions.com |
How Dorota's firm compares
- Virtus Wealth Solutions's average account is about $567,000, from its Form ADV (assets managed divided by 1,050 accounts).
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Questions about Dorota
Is Dorota Warchol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dorota holds no broker registration, and Virtus Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dorota charge for financial advice?
Dorota's firm, Virtus Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dorota Warchol based?
Dorota Warchol is based in Cranford, New Jersey.
What credentials does Dorota Warchol hold?
Dorota Warchol holds the ChFC credential.
Is Dorota Warchol registered with the SEC?
Yes. Dorota Warchol is registered as an investment adviser representative in NJ (CRD 2699754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtus Wealth Solutions manage?
Virtus Wealth Solutions reports $594.9M across 1,050 accounts in assets under management.
How do I contact Dorota Warchol?
Through Dorota's website, www.virtuswealthsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cranford
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
- 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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