Jason Wolff
Arkfeld Wealth Strategies · Omaha, Nebraska
Jason Wolff is a fee-only financial advisor at Arkfeld Wealth Strategies in Omaha, Nebraska. Jason focuses on retirement planning, estate & legacy planning and small business owners. Arkfeld Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Arkfeld Wealth Strategies |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $538.0M across 2,204 accounts |
| SEC registration | Investment adviser representative in NE, TX · CRD 7234703 |
| Exams passed | Series 65 (2020) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.arkfeldwealth.com |
How Jason's firm compares
- Arkfeld Wealth Strategies's average account is about $244,000, from its Form ADV (assets managed divided by 2,204 accounts).
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Questions about Jason
Is Jason Wolff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Arkfeld Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Arkfeld Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Wolff based?
Jason Wolff is based in Omaha, Nebraska.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning and small business owners.
Is Jason Wolff registered with the SEC?
Yes. Jason Wolff is registered as an investment adviser representative in NE and TX (CRD 7234703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arkfeld Wealth Strategies manage?
Arkfeld Wealth Strategies reports $538.0M across 2,204 accounts in assets under management.
How do I contact Jason Wolff?
Through Jason's website, www.arkfeldwealth.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
- Arkfeld Wealth Strategies 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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