Brittany Wolff
Wolff Financial · Greenville, South Carolina
Brittany Wolff is a fee-only financial advisor at Wolff Financial in Greenville, South Carolina, who holds the CFP and AAMS credentials. Brittany charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $2,500) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Wolff Financial |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model | Ongoing planning fee · Percentage of assets · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $2,500 · 0.25%–0.5% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $11.5M across 73 accounts |
| Credentials | CFP · AAMS |
| SEC registration | Investment adviser representative in SC, TX · CRD 6447773 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wolff-finance.com |
| Profile |
How Brittany's firm compares
- Ongoing planning starts at $3,600 a year, in line with the South Carolina median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the US median of $2,000 for fee-only firms that publish prices.
- Wolff Financial's average account is about $158,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Brittany
Is Brittany Wolff a fee-only financial advisor?
Yes. Brittany Wolff is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brittany's firm.
How does Brittany charge for financial advice?
Brittany charges an ongoing planning fee, a percentage of assets and a one-time planning fee.
How much does Brittany charge?
According to Wolff Financial's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $2,500; 0.25%–0.5% a year of assets managed.
Where is Brittany Wolff based?
Brittany Wolff is based in Greenville, South Carolina.
What does Brittany specialize in?
Brittany's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Brittany Wolff hold?
Brittany Wolff holds the CFP and AAMS credentials.
Is Brittany Wolff registered with the SEC?
Yes. Brittany Wolff is registered as an investment adviser representative in SC and TX (CRD 6447773), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Wolff Financial manage?
Wolff Financial reports $11.5M across 73 accounts in assets under management.
How do I contact Brittany Wolff?
Through Brittany's website, wolff-finance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wolff Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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