Todd Pniewski
Tbms Wealth · Plano, Texas
Todd Pniewski is a fee-only financial advisor at Tbms Wealth in Plano, Texas, who holds the CFP credential. Tbms Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tbms Wealth |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.4M across 39 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2932921 |
| Exams passed | Series 63 (2004) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tbmswealth.com |
| Profile |
How Todd's firm compares
- Tbms Wealth's average account is about $240,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Todd
Is Todd Pniewski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Tbms Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Tbms Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Pniewski based?
Todd Pniewski is based in Plano, Texas.
What credentials does Todd Pniewski hold?
Todd Pniewski holds the CFP credential.
Is Todd Pniewski registered with the SEC?
Yes. Todd Pniewski is registered as an investment adviser representative in TX (CRD 2932921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tbms Wealth manage?
Tbms Wealth reports $9.4M across 39 accounts in assets under management.
How do I contact Todd Pniewski?
Through Todd's website, www.tbmswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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
- 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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