The Wolter Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides customized, goals‑based financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients, integrating planning with ongoing wealth management. It manages approximately $57.4 million in discretionary client assets across roughly 180 client relationships and does not require a minimum account size to engage.
The firm’s investment approach emphasizes fundamental analysis supplemented by technical analysis and uses strategic and tactical asset allocation across equities, mutual funds, exchange‑traded funds, municipal and investment‑grade bonds, with adjustments for special situations (for example, low‑basis stock or legacy holdings). Portfolio management is typically discretionary, with ongoing monitoring and at least annual formal reviews, and financial planning services are provided as part of the advisory engagement.
Distinctive features include dual registration of the firm’s investment advisor representatives as registered representatives of a broker‑dealer, which means those representatives may earn brokerage commissions for non‑advisory (brokerage) business, and the firm discloses and documents those potential conflicts. The firm also maintains paid solicitor/referral arrangements and has representatives who are licensed insurance agents (one representative may devote up to 30% of their workweek to insurance sales), with separate insurance commissions disclosed to clients and not automatically offset against advisory fees.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001+: Negotiable
Fee-only: Portfolio management fees based on asset tiers; financial planning services included with portfolio management and provided at no separate cost.
Main office
17294 Farmington Road
Livonia MI 48152
Advisors at this office
2
Most active in
Michigan
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Scott W
Series 63, Series 65
Livonia, MI
The Wolter Group, Inc.
Scott Wolter is the President, CCO, and CEO of The Wolter Group, Inc., with 35 years of experience in the financial services industry. He holds Series 63 and Series 65 licenses and has worked at Stonex Securities Inc. and Advanced Financial Planning d/b/a The Cadez Group, LTD. Outside of his advisory roles, he is an instructor at Suburban Hockey Schools, where he teaches hockey skills. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients, managing approximately $50.8 million in discretionary assets. The firm combines discretionary portfolio management with comprehensive planning tailored to client-specific circumstances, employing both fundamental and technical analysis with strategic and tactical asset allocation.
Gary Z
Series 63, Series 65
Livonia, MI
The Wolter Group, Inc.
Gary Zarb is a financial advisor with The Wolter Group, Inc. in Livonia, MI, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He previously worked at Advanced Financial Planning from 2002 to 2019 before joining The Wolter Group in 2018. The Wolter Group, Inc. provides customized wealth management and financial planning services to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis to implement strategic and tactical asset allocation, tailoring portfolios to client-specific circumstances and managing approximately $50.8 million in discretionary assets.
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