Jolley Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jolley Wealth Management, LLC provides portfolio management, financial planning, consulting, and qualified plan design, with consulting services generally tailored to institutional or business clients and qualified plans as well as trusts, nonprofits, and individual clients. The firm manages client accounts on a discretionary basis and reported approximately $1.6 million in assets under management as of December 31, 2025.
The investment process begins with a client-specific investment policy statement and emphasizes top‑down fundamental and quantitative analysis to build asset-allocation portfolios that can follow goals‑based, liability‑driven, or asset‑only approaches. The firm uses models to forecast returns and manage risk while acknowledging model limitations such as overfitting, data‑mining, and behavioral biases.
Jolley Wealth Management is affiliated through common ownership with an accounting and tax services provider, and the principal also holds insurance licensing; the brochure notes these affiliations can create conflicts of interest if clients purchase affiliated insurance products. The firm highlights services that are less common among peers — including qualified plan design and pension consulting for institutional clients — and offers financial planning and consulting on a fixed‑fee or hourly basis in addition to charging asset‑based advisory fees.
Client services
Expertise
Occupation focus
Fee options
Initial asset allocation charge of $395.
$0 - $100,000: 1.35% $100,001 - $250,000: 1.10% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $100,000,000: 0.40% $100,000,001+: 0.40%
$320 per hour for financial planning, consulting, and qualified plan design services.
Minimum fee: Initial asset allocation charge of $395. Fee-only: Financial planning, consulting, and qualified plan design services offered on a fixed fee or hourly basis; hourly rate of $320.
Main office
9375 E. Shea Blvd., Suite 100
Scottsdale AZ 85260
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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