Walter Wisniewski
Arcadia Wealth Management · Smithtown, New York
Walter Wisniewski is a fee-only financial advisor at Arcadia Wealth Management in Smithtown, New York, who holds the CFP credential. Arcadia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Walter →
Facts
| Firm | Arcadia Wealth Management |
|---|---|
| Based in | Smithtown, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $383.6M across 924 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1125987 |
| Exams passed | Series 63 (1983) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.arcadiawm.com |
How Walter's firm compares
- Arcadia Wealth Management's average account is about $415,000, from its Form ADV (assets managed divided by 924 accounts).
Request an introduction to Walter
Tell Walter a little about what you're looking for. Walter 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 Walter
Is Walter Wisniewski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Arcadia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter's firm, Arcadia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Walter Wisniewski based?
Walter Wisniewski is based in Smithtown, New York.
What credentials does Walter Wisniewski hold?
Walter Wisniewski holds the CFP credential.
Is Walter Wisniewski registered with the SEC?
Yes. Walter Wisniewski is registered as an investment adviser representative in NY (CRD 1125987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arcadia Wealth Management manage?
Arcadia Wealth Management reports $383.6M across 924 accounts in assets under management.
How do I contact Walter Wisniewski?
Through Walter's website, www.arcadiawm.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
- 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.