Wolff Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2023. Fees can change, so confirm with the firm before you hire them.

Annual fee

$15,000/yr

“- Item 5 WFA charges a maximum annual fixed fee of $15,000 for financial planning and portfolio management services.”

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

How Wolff Financial Advisors, LLC bills

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

• “Clients will receive an invoice at the end of each quarter describing the fee calculation mechanism.”
• “The exact fee payable by each client will be negotiated on a Wolff Financial Advisors, LLC Form ADV Part 2A Brochure and Part 2B Brochure Supplement Page 6 case by case basis and listed in the advisory agreement signed by the firm and the client.”
• “Refunds are not applicable because fees are payable in arrears.”

How Wolff Financial Advisors, LLC’s fees compare

• Its annual fee of $15,000 is above the Colorado median of $7,750. 74% of the 57 other Colorado planners that publish an annual fee charge less.
• 3 of the 3 other planners in Broomfield that publish an annual fee charge less.

About Wolff Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 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

1.75% a year

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$12,789,588

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

135756

Website

wolff-financial.com (opens in new tab)

Phone

(303) 748-6976

Other planners in Broomfield that publish fees

• Cayden Wealth ManagementBroomfield$350/hr, $500⁠-⁠$15,000
• Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
• Cultivate Wealth PartnersBroomfield$2,000⁠-⁠$20,000
• James Morgan Asset Management, LLCBroomfield$175/hr, $1,500⁠-⁠$3,500
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600

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