Wolfstich Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“If the client cancels after five (5) business days, any unpaid earned fees will be due to Wolfstich based on the number of hours of work completed by Wolfstich at a rate of $350 per hour.”

Flat or project fee

$2,500⁠-⁠$3,500

“Compensation – Financial Planning Wolfstich charges a negotiable fixed fee between $2,500 and $3,500 based on complexity and unique Client needs.”

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

How Wolfstich Capital, LLC bills

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

• “All financial planning fees are due in arrears upon presentation of the financial plan.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Wolfstich Capital, LLC’s fees compare

• Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Medfield that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$3,500 is below the Massachusetts median of $4,750. 35% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Wolfstich Capital, LLC

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

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

79

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$162,101,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146026

Website

wolfstichcapital.com (opens in new tab)

Phone

(781) 475-6157

Can advise clients in 3 states: Massachusetts, New York, Texas

Other planners in Medfield that publish fees

• Ashwood AdvisorsMedfield$500/hr, $1,687⁠-⁠$6,750/yr
• Bluebird Wealth Management LLCMedfield$250⁠-⁠$500/hr
• Slate Peak Financial Services, LLCMedfield$200/hr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 5 planners in Medfield