# Peter Wolynski

> Peter Wolynski is a fee-only financial advisor at Calculated Wealth in Madison, Wisconsin. Peter charges a percentage of assets and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/peter-wolynski/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Calculated Wealth
- **Based in:** Madison, Wisconsin
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Sustainable & impact investing, Pension planning
- **Works with:** High earners, Ultra high net worth, Founders, Executives, Pre-retirees, Retirees, Multi-generational families
- **Firm size:** 5 employees
- **Website:** https://calcwealth.com/peter/

## About

We’ve intentionally designed Calculated Wealth with a boutique approach. Most advisory firms are obsessed with scale, stretching the advisor’s attention between 100+ families per advisor.

Instead, we prioritize deep connection, which requires intentionally limiting our partnerships to nice and deliberate families focused on the future.

We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.

## Frequently asked questions

### Is Peter Wolynski a fee-only financial advisor?

Yes. Peter Wolynski is listed in the public advisor directory (listed as fee-only).

### How does Peter charge for financial advice?

Peter charges a percentage of assets.

### Where is Peter Wolynski based?

Peter Wolynski is based in Madison, Wisconsin.

### What does Peter specialize in?

Peter's specialties include small business owners, retirement planning, family wealth transfer, sustainable & impact investing and pension planning. Peter works with high earners, ultra high net worth, founders, executives and pre-retirees.

### How much does Calculated Wealth manage?

Calculated Wealth reports $100M - $500M in assets under management.

### How do I contact Peter Wolynski?

Through Peter's website, calcwealth.com/peter.

## Sources

- Public advisor directory: listed as 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://calcwealth.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.