Wolff Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“One-time Financial Plan Fee One-time Financial Planning engagements may be offered on a fixed fee basis between $500 - $5,000.”

Annual fee

$2,000⁠-⁠$25,000/yr

“Below is a brief description of our fees, however, you should review your executed Client Contract for more detailed information regarding the exact fees you will be paying. 6 Ongoing Comprehensive Financial Planning Fee Fees for Ongoing Comprehensive Financial Planning ranges between $2,000-$25,000 annually paid…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wolff Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “Fees are based on complexity and scope of the engagement, and may be negotiable in certain cases.”

How Wolff Financial’s fees compare

• Its flat or project fee of $500-$5,000 spans the South Carolina median of $3,000. 43% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Greenville that publish a flat or project fee charge less.
• Its annual fee of $2,000-$25,000 spans the South Carolina median of $5,000. 82% of the 22 other South Carolina planners that publish an annual fee charge less.
• 2 of the 2 other planners in Greenville that publish an annual fee charge less.

About Wolff Financial

• Principal: Brittany Wolff
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

29

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$11,540,670

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314116

Website

instagram.com/wolffmoney (opens in new tab)

Phone

(864) 209-1110

Other planners in Greenville that publish fees

• Altamont Advisors LLCGreenville$150/hr
• Bca Private Wealth, Inc.Greenville$125⁠-⁠$500/hr, $2,000/yr
• Continuum Wealth Management, LLCGreenville$300/hr
• First There FinancialGreenville$2,500
• Hardin Capital Partners, LLCGreenville$300/hr
• Norris Financial Group, LLCGreenville$200/hr, $1,200⁠-⁠$2,000/yr

Compare all 27 planners in Greenville