John Witek
Advisor at Sladek & Witek, LLP
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sladek & Witek, LLP
Location
Trumbull, CT 06611
Credentials
Series 65
Industry experience
24 years
About
John Witek is a financial advisor at Sladek & Witek, LLP with 24 years of industry experience. He is a Series 65 credential holder and has been a partner at Sladek & Witek since 1994. In addition to his advisory role, he is a partner in a CPA firm operating under the same name and address. Sladek & Witek, LLP is a fee-only advisory and accounting firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning and investment management with traditional tax preparation and accounting services, emphasizing asset allocation and a disciplined mutual-fund and ETF approach.
Client services
Based on Sladek & Witek, LLP
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Sladek & Witek, LLP
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Fixed fees possible under Retainer Agreements based on projected hours at $200/hour
$0 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001+: 1.00%
$200 per hour for financial planning and limited scope engagements
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500, not negotiable Fee-only: Fee-only financial planning and investment management; no commissions or fees from product sales
Location
115 Technology Drive, Suite B 207
Trumbull, CT 06611
Most active in
John W has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
Sladek & Witek, LLP
1994 - Present (32 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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