Tomasz Cymer
Tomasz Cymer is a CFA, CFP-designated registered investment advisor at Opulen Financial Group, LLC, based in Arlington, VA, with 19 years of industry experience. Tomasz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. When utilizing Schwab Personalized Indexing to manage Clients’ investment portfolios client will pay an additional fee of 0.12% annually.
Fee Estimator
Location
3101 Wilson Blvd, Suite 500, Arlington, VA, 22201
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Tomasz is a sole proprietor involved in insurance sales (life, disability income, and long-term care), dedicating about 10-20% of his time to this activity. He also owns Opulen Financial Group, LLC, an I-RIA providing asset management and financial planning services, which takes a full-time commitment.
Employment History
Current Registrations
Opulen Financial Group, LLC
Previous Registrations
Next Financial Group, INC.
Ameriprise Financial Services, INC.
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.