Vincent Siewit
Small Victories Wealth · San Jose, California
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.
Request an introduction to Vincent →
Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $3.7M across 14 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7490331 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | smallvictorieswealth.com |
Request an introduction to Vincent
Tell Vincent a little about what you're looking for. Vincent isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Vincent
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.
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
- Small Victories Wealth 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.
See something wrong? Request a correction. Read our methodology.