Wendy Karkoska
TwinFocus · Boston, Massachusetts
Wendy Karkoska is a fee-only financial advisor at TwinFocus in Boston, Massachusetts, who holds the CFP credential. Wendy focuses on family wealth transfer and real estate investors. TwinFocus reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | TwinFocus |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.58B across 77 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4568568 |
| Exams passed | Series 66 (2003) |
| Firm size | 37 employees |
| Disclosures | None reported |
| Website | www.twinfocus.com |
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Questions about Wendy
Is Wendy Karkoska a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and TwinFocus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, TwinFocus, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Wendy Karkoska based?
Wendy Karkoska is based in Boston, Massachusetts.
What does Wendy specialize in?
Wendy's specialties include family wealth transfer and real estate investors. Wendy works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Wendy Karkoska hold?
Wendy Karkoska holds the CFP credential.
Is Wendy Karkoska registered with the SEC?
Yes. Wendy Karkoska is registered as an investment adviser representative in MA (CRD 4568568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TwinFocus manage?
TwinFocus reports $4.58B across 77 accounts in assets under management.
How do I contact Wendy Karkoska?
Through Wendy's website, www.twinfocus.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
- TwinFocus 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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