Jeffrey Kaczmarczyk
TriState Wealth Advisors · Newark, Delaware
Jeffrey Kaczmarczyk is a fee-only financial advisor at TriState Wealth Advisors in Newark, Delaware, who holds the CFA credential. Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee and focuses on tax planning, small business owners and retirement planning.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | TriState Wealth Advisors |
|---|---|
| Based in | Newark, Delaware |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $27.0M across 71 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DE, NY, PA · CRD 7367545 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tristatewealthadvisors.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Kaczmarczyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and TriState Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
Where is Jeffrey Kaczmarczyk based?
Jeffrey Kaczmarczyk is based in Newark, Delaware.
What does Jeffrey specialize in?
Jeffrey's specialties include tax planning, small business owners and retirement planning. Jeffrey works with founders, executives, retirees, pre-retirees and high earners.
What credentials does Jeffrey Kaczmarczyk hold?
Jeffrey Kaczmarczyk holds the CFA credential.
Is Jeffrey Kaczmarczyk registered with the SEC?
Yes. Jeffrey Kaczmarczyk is registered as an investment adviser representative in DE, NY and PA (CRD 7367545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TriState Wealth Advisors manage?
TriState Wealth Advisors reports $27.0M across 71 accounts in assets under management.
How do I contact Jeffrey Kaczmarczyk?
Through Jeffrey's website, www.tristatewealthadvisors.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
- TriState Wealth Advisors 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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