# Nate Tomkiewicz

> Nate Tomkiewicz is a fee-only financial advisor at Tomkiewicz Wealth Management, LLC in Wynantskill, New York, who holds the CFP credential. Nate focuses on retirement planning and tax planning. Tomkiewicz Wealth Management, LLC reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Tomkiewicz Wealth Management, LLC
- **Based in:** Wynantskill, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.1M across 7 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 6837450 (https://adviserinfo.sec.gov/individual/summary/6837450)
- **SEC registration:** Investment adviser representative in MA, NY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://tomkiewiczwm.com

## Frequently asked questions

### Is Nate Tomkiewicz a fee-only financial advisor?

Yes. Nate Tomkiewicz is listed in 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 Nate's firm.

### How does Nate charge for financial advice?

Nate's firm, Tomkiewicz Wealth Management, LLC, reports charging a percentage of assets on its SEC Form ADV.

### Does Nate work with clients virtually?

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

### Where is Nate Tomkiewicz based?

Nate Tomkiewicz is based in Wynantskill, New York.

### What does Nate specialize in?

Nate's specialties include retirement planning and tax planning. Nate works with pre-retirees.

### What credentials does Nate Tomkiewicz hold?

Nate Tomkiewicz holds the CFP credential.

### Is Nate Tomkiewicz registered with the SEC?

Yes. Nate Tomkiewicz is registered as an investment adviser representative in MA and NY (CRD 6837450), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tomkiewicz Wealth Management, LLC manage?

Tomkiewicz Wealth Management, LLC reports $1.1M across 7 accounts in assets under management.

### How do I contact Nate Tomkiewicz?

Through Nate's website, tomkiewiczwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/nate-tomkiewicz-80648): 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://tomkiewiczwm.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.