Michal Skowronski
Comprehensive Wealth Planning for High-Income Professionals and Retirees
Skylark Wealth, LLC · San Francisco, California
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.
Request an introduction to Michal →
Specialties
Who they serve
- 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
About
As fee-only, fiduciary CFP® advisors, we help high-income professionals achieve a work-optional lifestyle and design sustainable income strategies for retirees.
Services
- Wealth Management
- Portfolio Management
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Rebalancing
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 |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2016 |
| Firm size | 1 employee |
| Credentials | CFP |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in CA · CRD 6637572 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | skylarkwealth.com |
| Profile |
How Michal's firm compares
- Ongoing planning starts at $6,000 a year, in line with the California median of $6,000 for fee-only firms that publish prices.
- Skylark Wealth, LLC's average account is about $443,000, from its Form ADV (assets managed divided by 60 accounts).
Request an introduction to Michal
Tell Michal a little about what you're looking for. Michal 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 Michal
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Skylark Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.