Wolfstone Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolfstone Wealth provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans. The firm reports roughly $110.3 million in discretionary assets under management and delivers portfolio supervision alongside planning and plan‑level consulting services.
The firm’s investment process emphasizes diversified, strategic asset allocation built with a proprietary methodology and informed by macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis. Portfolios are customized for client objectives and monitored for rebalancing, with limited use of margin and options only under defined circumstances and an expectation of at least annual plan reviews.
Noteworthy features in the brochure include the firm’s ability to provide qualified plan consulting and to serve as an ERISA fiduciary (Section 3(21) and/or 3(38)), and the option to incorporate third‑party money managers into client accounts. The brochure also discloses a preferred custodial relationship with Charles Schwab that provides institutional services to the firm, and explicitly states the firm and its president are not in the business of selling insurance products, a distinction from the minority of peers that act as insurance brokers or agents.
Client services
Expertise
Fee options
Up to 1.5% annually, negotiated
Minimum fee: Financial planning fees range from $2,000 to $5,000, negotiated
Main office
Wheaton IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Wolfstone · Wolfstone Wealth · Wolfstone Wealth, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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