A complete list of active advisors currently associated with Wold Financial Group

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

Wold Financial Group provides discretionary portfolio management and investment consulting to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations and business entities. As of December 31, 2025 the firm reports $182,458,656 in client assets managed entirely on a discretionary basis across roughly 72 client relationships. The firm works with clients one‑on‑one using interviews and questionnaires to define objectives and suitability, then applies both fundamental and technical analysis within strategic and tactical asset allocation frameworks; clients may impose reasonable restrictions on their accounts. Consulting is available as part of the advisory relationship and managed accounts are reviewed at least quarterly, with implementation handled through the firm’s trading authority unless a client requests non‑discretionary service. Compared with many peers, Wold Financial Group maintains no stated account minimums and reports an average client account size of roughly $2.5 million, indicating a concentration of larger relationships. The firm relies on Schwab Institutional for custody and execution, does not aggregate block trades, and does not vote client proxies (clients receive proxy materials directly from the custodian), which are operational choices that differ from many advisers.

To learn more about the advisors currently working at Wold Financial Group, 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.