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Derek Wolff

Advisor at Wolff Financial Advisors, LLC

Updated today

Location

Broomfield, CO 80021

Credentials

CFP®, Series 63, Series 65

Industry experience

22 years

About

Derek Wolff is a CFP® with 22 years of experience in the financial services industry. He has been the sole advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs both fundamental and technical analysis alongside long- and short-term trading strategies, including the active use of options and leveraged ETFs.

Client services

Based on Wolff Financial Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Wolff Financial Advisors, LLC

General tax planning Wealth management Income planning Disability insurance

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Fee options

Fixed

Maximum annual fixed fee of $15,000 for financial planning and portfolio management services

Other

Minimum fee: Maximum annual fixed fee of $15,000; fees up to 1.75% of assets under management may be charged depending on complexity and scope Fee-only: Fixed fees up to $15,000 annually or up to 1.75% of assets under management depending on client complexity

Location

11001 West 120 Th Ave, #400

Broomfield, CO 80021

Most active in

Colorado

Work history

Wolff Financial Advisors

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Series 63, Series 65

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