Theodore Bugenski
William Mack & Associates · Troy, Michigan
Theodore Bugenski is a fee-only financial advisor at William Mack & Associates in Troy, Michigan, who holds the CFP credential. Theodore charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | William Mack & Associates |
|---|---|
| Based in | Troy, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $1.03B across 952 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 2167202 |
| Exams passed | Series 63 (1991) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.wmack.com |
How Theodore's firm compares
- William Mack & Associates's average account is about $1.1 million, from its Form ADV (assets managed divided by 952 accounts).
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Questions about Theodore
Is Theodore Bugenski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and William Mack & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore charges a percentage of assets and an ongoing planning fee.
How much does Theodore charge?
According to William Mack & Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Theodore Bugenski based?
Theodore Bugenski is based in Troy, Michigan.
What does Theodore specialize in?
Theodore's specialties include retirement planning.
What credentials does Theodore Bugenski hold?
Theodore Bugenski holds the CFP credential.
Is Theodore Bugenski registered with the SEC?
Yes. Theodore Bugenski is registered as an investment adviser representative in FL, MI and TX (CRD 2167202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does William Mack & Associates manage?
William Mack & Associates reports $1.03B across 952 accounts in assets under management.
How do I contact Theodore Bugenski?
Through Theodore's website, www.wmack.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- William Mack & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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