Jared McNee
Wolff Financial Management · Kalamazoo, Michigan
Jared McNee is a fee-only financial advisor at Wolff Financial Management in Kalamazoo, Michigan, who holds the CFP credential. Wolff Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wolff Financial Management |
|---|---|
| Based in | Kalamazoo, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $612.7M across 1,133 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6913325 |
| Exams passed | Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wfminvest.com |
| Profile |
How Jared's firm compares
- Wolff Financial Management's average account is about $541,000, from its Form ADV (assets managed divided by 1,133 accounts).
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Questions about Jared
Is Jared McNee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Wolff Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Wolff Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jared McNee based?
Jared McNee is based in Kalamazoo, Michigan.
What credentials does Jared McNee hold?
Jared McNee holds the CFP credential.
Is Jared McNee registered with the SEC?
Yes. Jared McNee is registered as an investment adviser representative in MI (CRD 6913325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wolff Financial Management manage?
Wolff Financial Management reports $612.7M across 1,133 accounts in assets under management.
How do I contact Jared McNee?
Through Jared's website, wfminvest.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
- 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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