# Vincent Siewit

> Vincent Siewit is a fee-only financial advisor at Small Victories Wealth in San Jose, California. Vincent charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $948 a year and one-time plans from $600) and focuses on tax planning.

Page: https://find.wellspent.co/advisors/vincent-siewit/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Small Victories Wealth
- **Based in:** San Jose, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $948 a year; one-time plans from $600
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.7M across 14 accounts
- **Specialties:** Tax planning
- **Works with:** Early-career professionals
- **CRD:** 7490331 (https://adviserinfo.sec.gov/individual/summary/7490331)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://smallvictorieswealth.com

## Frequently asked questions

### Is Vincent Siewit a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vincent holds no broker registration, and Small Victories Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Vincent charge for financial advice?

Vincent charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Vincent charge?

According to Small Victories Wealth's website, checked October 30, 2026: ongoing planning from $948 a year; one-time plans from $600.

### Where is Vincent Siewit based?

Vincent Siewit is based in San Jose, California.

### What does Vincent specialize in?

Vincent's specialties include tax planning. Vincent works with early-career professionals.

### Is Vincent Siewit registered with the SEC?

Yes. Vincent Siewit is registered as an investment adviser representative in CA and TX (CRD 7490331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Small Victories Wealth manage?

Small Victories Wealth reports $3.7M across 14 accounts in assets under management.

### How do I contact Vincent Siewit?

Through Vincent's website, smallvictorieswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7490331): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.smallvictorieswealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.