Wolf Bay Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars/speaking engagements to a mix of clients that includes institutions, nonprofits, corporations and individual clients, including non-high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based planning in addition to discretionary portfolio management.
The firm says it builds client-specific investment policies through personal consultations and employs a variety of analytical methods — including fundamental, technical, factor modeling and principles of modern portfolio theory — to construct portfolios using stocks, bonds, mutual funds and ETFs with a blend of passive and active strategies. It generally manages accounts on a discretionary basis, allows reasonable client-imposed restrictions, and directs custody to institutional platforms the firm supports.
Noteworthy for an investment manager focused on pooled or institutional assets, the brochure discloses a formal seminar program offered to organizations and the public and the use of project-based and hourly billing for certain planning engagements, practices that are less common among peers. The firm’s sole principal is characterized by an academic background (Ph.D.) and professional credentials (CFP® and CFA®) and remains engaged in university teaching and student fund supervision, which the brochure identifies as part of the firm’s experience.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees range from $2,500 to $12,000; ongoing financial planning fees range from $250 to $10,000 per month
0.50% annually (negotiable, especially for accounts over $10 million)
$400 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears, ranging from $250 to $10,000
Fee-only: Fees are negotiable and based on services provided; no commissions received.
Main office
Leawood KS
Advisors at this office
1
Most active in
Kansas
Also doing business as
Wolf Bay Wealth Partners · Wolf Bay Wealth Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
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