Derek Wolff
Wolff Financial Advisors · Broomfield, Colorado
Derek Wolff is a fee-only financial advisor at Wolff Financial Advisors in Broomfield, Colorado, who holds the CFP credential. Derek charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee (one-time plans from $2,000 and $300 an hour).
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Facts
| Firm | Wolff Financial Advisors |
|---|---|
| Based in | Broomfield, Colorado |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,000 · $300 an hour |
| Accepting new clients | Not currently |
| Assets under management | $12.8M across 57 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 2642177 |
| Exams passed | Series 63 (2000) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | wolff-financial.com |
How Derek's firm compares
- A one-time plan starts at $2,000, below the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Colorado median of $290 for fee-only firms that publish prices.
- Wolff Financial Advisors's average account is about $224,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Derek
Is Derek Wolff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Wolff Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee.
How much does Derek charge?
According to Wolff Financial Advisors's website, checked October 30, 2026: one-time plans from $2,000; $300 an hour.
Where is Derek Wolff based?
Derek Wolff is based in Broomfield, Colorado.
What credentials does Derek Wolff hold?
Derek Wolff holds the CFP credential.
Is Derek Wolff registered with the SEC?
Yes. Derek Wolff is registered as an investment adviser representative in CO (CRD 2642177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wolff Financial Advisors manage?
Wolff Financial Advisors reports $12.8M across 57 accounts in assets under management.
How do I contact Derek Wolff?
Through Derek's website, wolff-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wolff Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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