Tomek Siwiec
Tomek Siwiec is a registered investment advisor at New Wave Wealth Advisors, based in Bentonville, AR, with 21 years of industry experience. Tomek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 516 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable up to 2.50% and are billed monthly in advance.
Fee Estimator
Location
240 S Main St, Bentonville, AR, 72712
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tomek has been an insurance agent since 2006, dedicating a few hours per week to this activity. Tomek also owns Touchstone Financial, LLC, a holding company established in 2019 to receive compensation from New Wave Wealth Advisors, LLC, which requires minimal time.
Employment History
Current Registrations
New Wave Wealth Advisors
Previous Registrations
Sowell Management
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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