# Michal Skowronski

> Michal Skowronski is a fee-only financial advisor at Skylark Wealth, LLC in San Francisco, California, who holds the CFP credential. Michal charges a percentage of assets and a flat fee or retainer (ongoing planning from $6,000 a year and 0.49%–0.99% a year of assets managed) and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/michal-skowronski/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Skylark Wealth, LLC
- **Based in:** San Francisco, California
- **Fee model:** Percentage of assets; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $6,000 a year; 0.49%–0.99% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Sustainable & impact investing, Pension planning, Tax planning, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Executives, Founders, Pre-retirees, Retirees, Multi-generational families, Early-career professionals, Cross-border families, Tech employees
- **CRD:** 6637572 (https://adviserinfo.sec.gov/individual/summary/6637572)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://skylarkwealth.com

## About

As fee-only, fiduciary CFP® advisors, we help high-income professionals achieve a work-optional lifestyle and design sustainable income strategies for retirees.

## Frequently asked questions

### Is Michal Skowronski a fee-only financial advisor?

Yes. Michal Skowronski is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michal's firm.

### How does Michal charge for financial advice?

Michal charges a percentage of assets and a flat fee or retainer.

### How much does Michal charge?

According to Skylark Wealth, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 0.49%–0.99% a year of assets managed.

### Does Michal work with clients virtually?

Yes. Skylark Wealth, LLC says on its website that it works with clients remotely.

### Where is Michal Skowronski based?

Michal Skowronski is based in San Francisco, California.

### What does Michal specialize in?

Michal's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, sustainable & impact investing and pension planning. Michal works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), executives and founders.

### What credentials does Michal Skowronski hold?

Michal Skowronski holds the CFP credential.

### Is Michal Skowronski registered with the SEC?

Yes. Michal Skowronski is registered as an investment adviser representative in CA (CRD 6637572), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Skylark Wealth, LLC manage?

Skylark Wealth, LLC reports $25M - $100M in assets under management.

### How do I contact Michal Skowronski?

Through Michal's website, skylarkwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38921): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.skylarkwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.