Katarzyna Kusmierz
Millennium Financial Services · Rockville, Maryland
Katarzyna Kusmierz is a fee-only financial advisor at Millennium Financial Services in Rockville, Maryland, who holds the CFP credential. Millennium Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Katarzyna →
Facts
| Firm | Millennium Financial Services |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.4M across 85 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 4535429 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Katarzyna's firm compares
- Millennium Financial Services's average account is about $264,000, from its Form ADV (assets managed divided by 85 accounts).
Request an introduction to Katarzyna
Tell Katarzyna a little about what you're looking for. Katarzyna isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Katarzyna
Is Katarzyna Kusmierz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katarzyna holds no broker registration, and Millennium Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katarzyna charge for financial advice?
Katarzyna's firm, Millennium Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Katarzyna Kusmierz based?
Katarzyna Kusmierz is based in Rockville, Maryland.
What credentials does Katarzyna Kusmierz hold?
Katarzyna Kusmierz holds the CFP credential.
Is Katarzyna Kusmierz registered with the SEC?
Yes. Katarzyna Kusmierz is registered as an investment adviser representative in MD (CRD 4535429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennium Financial Services manage?
Millennium Financial Services reports $22.4M across 85 accounts in assets under management.
How do I contact Katarzyna Kusmierz?
Contact details aren't on file yet. Search for Millennium Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
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.
See something wrong? Request a correction. Read our methodology.