James Wolf
Wolf Financial Advisors · Pekin, Illinois
James Wolf is a fee-only financial advisor at Wolf Financial Advisors in Pekin, Illinois, who holds the ChFC credential. Wolf Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wolf Financial Advisors |
|---|---|
| Based in | Pekin, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $124.9M across 314 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 4604322 |
| Exams passed | Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How James's firm compares
- Wolf Financial Advisors's average account is about $398,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about James
Is James Wolf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Wolf Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Wolf Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Wolf based?
James Wolf is based in Pekin, Illinois.
What credentials does James Wolf hold?
James Wolf holds the ChFC credential.
Is James Wolf registered with the SEC?
Yes. James Wolf is registered as an investment adviser representative in IL and TX (CRD 4604322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wolf Financial Advisors manage?
Wolf Financial Advisors reports $124.9M across 314 accounts in assets under management.
How do I contact James Wolf?
Contact details aren't on file yet. Search for Wolf Financial Advisors.
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
- 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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