A complete list of active advisors currently associated with Wolakota Financial Advisors

Warmer can help you find a great advisor at Wolakota Financial Advisors or one who fits your needs even better.

Wolakota Financial Advisors serves individual clients seeking personal portfolio management and comprehensive financial planning and also offers tax preparation and separate psychological counseling services. The firm operates as a fee‑only, single‑advisor practice managing roughly $8.5 million for about 28 clients. The advisor uses fundamental analysis supported by custodian and third‑party research and applies an asset‑allocation approach that incorporates age, net worth, income and tax considerations. Clients typically meet semiannually for reviews and written reports, and the firm has operated with discretionary trading authority since 2021 when clients sign the applicable agreement. The firm does not rely on percentage‑of‑AUM fees; instead it uses open retainer arrangements, renewal retainers, hourly fees and per‑session billing for planning, tax and psychotherapy work. Distinctive features include the principal’s CFP and Enrolled Agent credentials, full membership in a fee‑only professional association, an affiliated small nonprofit, and recent regulatory-driven operational changes (quarterly billing of retainers and revised custody/login practices); the principal has also indicated an intention to scale back and favor consulting engagements going forward.

To learn more about the advisors currently working at Wolakota Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.