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Wolff Financial

Updated today

Client AUM

$11,540,670

Clients

29

Advisors

1

of 1 employees

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time financial planning fee between $500 and $5,000

Percentage

$0 - $500,000: Included in fixed financial planning fee $500,001 - $1,000,000: 0.5% $1,000,001+: 0.25%

Subscriptions

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

Advisors at this firm

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Financial planning should help you feel confident, not overwhelmed. Early in my career, I noticed that many women were making important financial decisions without a trusted partner to guide them. While the industry often focused heavily on investments and retirement in isolation, I saw a need for more holistic support—helping women navigate everything from day-to-day cash flow and debt decisions to long-term goals like building wealth, planning for retirement, and creating financial security.  That realization led me to found Wolff Financial. I work with women who are ready to take control of their financial lives no matter where they are on their financial journey. My role is to bring clarity to the decisions in front of you and build a financial plan that gives you the tools you need to live the life you imagine. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary, I believe financial planning should be practical, personalized, and easy to understand. As a business owner myself, I understand how easily life’s demands can pull your attention in every direction, which is why I’m passionate about helping women take ownership of their financial future with confidence. This work is about more than just planning—it’s about empowerment. I help clients build strong financial habits, make informed decisions, and move forward with a plan to help them live the life they want to live. I live in Greenville, South Carolina, where I enjoy cooking and baking sourdough, gardening, reading, staying active, and spending time with my dogs.

Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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