A complete list of active advisors currently associated with Wolff Financial Advisors, LLC

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

Wolff Financial Advisors, LLC provides discretionary portfolio management and broad-based financial planning to individuals as well as to pension and profit sharing plans, trusts, estates, charitable organizations and other business entities. Services described in the brochure include tailored asset-allocation, ongoing monitoring and rebalancing, and financial planning that covers tax, insurance, estate, disability, business and retirement matters. The firm says it constructs diversified portfolios using equity and fixed income securities, mutual funds and exchange-traded funds, and applies a mix of fundamental, technical, charting and cyclical analysis along with long- and short-term trading strategies. Its disclosures note active use of options and leveraged ETFs and describe the risks of trading and derivatives exposure in managed accounts. Distinctive aspects relative to many solo independent advisers include managing discretionary assets (about $10.9 million as of April 30, 2021) while serving both individual and institutional clients and employing derivatives in separately managed accounts. The firm generally charges negotiated fixed annual fees (with examples capped at 1.75% of assets and a stated maximum of $15,000) rather than a single standardized percentage-of-AUM schedule, and its ADV discloses prior regulatory orders that required third‑party compliance oversight.

To learn more about the advisors currently working at Wolff Financial Advisors, LLC, 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.