Wolff Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolff Financial Planning, LLC provides discretionary investment management and comprehensive financial planning to individual and high‑net‑worth clients, delivering ongoing portfolio supervision and written or electronic financial plans. The firm reports about $11.5 million in discretionary assets under management and operates as a solo adviser practice serving a small client base.
The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly favors passive allocations using index mutual funds and ETFs to pursue diversified, low‑turnover portfolios tailored to a client’s time horizon and risk tolerance. It may also utilize third‑party managers or TAMPs for certain portfolios and conducts ongoing monitoring of those managers as part of its risk assessment process.
Noteworthy for a firm of its size, Wolff Financial offers public educational seminars and speaking engagements (which can be free, fee‑based, or provided pro bono) and discloses a referral arrangement with a third‑party investment adviser to facilitate introductions, which the firm states does not create a material conflict of interest. The combination of a solo CFP‑level adviser, a small client roster, and an explicit seminar program distinguishes its service mix from many peers.
Client services
Expertise
Fee options
One-time financial planning fee between $500 and $5,000
$0 - $500,000: Included in fixed financial planning fee $500,001 - $1,000,000: 0.5% $1,000,001+: 0.25%
Ongoing comprehensive financial planning fees between $2,000 and $25,000 annually, paid in equal monthly or quarterly installments, negotiable
Main office
Greenville SC
Advisors at this office
1
Most active in
South Carolina · Texas
Also doing business as
Wolff Financial · Wolff Financial Planning, 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
Quick links
Advisors at this firm
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