Thomas Kosinski
Stembrook Asset Management · Red Bank, New Jersey
Thomas Kosinski is a fee-only financial advisor at Stembrook Asset Management in Red Bank, New Jersey. Thomas charges a percentage of assets (a $2,000,000 asset minimum) and focuses on estate & legacy planning, tax planning and divorce financial planning.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
- Divorced individuals
Facts
| Firm | Stembrook Asset Management |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $147.5M across 153 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 5738565 |
| Exams passed | Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.stembrook.com |
| Profile |
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Questions about Thomas
Is Thomas Kosinski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Stembrook Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets.
How much does Thomas charge?
According to Stembrook Asset Management's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Thomas Kosinski based?
Thomas Kosinski is based in Red Bank, New Jersey.
What does Thomas specialize in?
Thomas's specialties include estate & legacy planning, tax planning, divorce financial planning, small business owners and family wealth transfer. Thomas works with executives, founders, multi-generational families and divorced individuals.
Is Thomas Kosinski registered with the SEC?
Yes. Thomas Kosinski is registered as an investment adviser representative in NJ and NY (CRD 5738565), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stembrook Asset Management manage?
Stembrook Asset Management reports $147.5M across 153 accounts in assets under management.
How do I contact Thomas Kosinski?
Through Thomas's website, www.stembrook.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
- Stembrook Asset Management 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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