Nate Tomkiewicz
Tomkiewicz Wealth Management, LLC · Wynantskill, New York
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Tomkiewicz Wealth Management, LLC |
|---|---|
| Based in | Wynantskill, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.1M across 7 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY · CRD 6837450 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tomkiewiczwm.com |
| Profile |
How Nate's firm compares
- Tomkiewicz Wealth Management, LLC's average account is about $151,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Nate
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tomkiewicz Wealth Management, 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.
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