# Jeremy Wolf

> Jeremy Wolf is a fee-only financial advisor at GFM Asset Management in Weinfelden, Switzerland. Jeremy charges a percentage of assets, hourly fees and an ongoing planning fee (1.5% a year on the first tier of assets managed) and focuses on international & expat planning and retirement planning.

Page: https://find.wellspent.co/advisors/jeremy-wolf/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GFM Asset Management
- **Based in:** Weinfelden, Switzerland
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $27.5M across 63 accounts
- **Specialties:** International & expat planning, Retirement planning
- **CRD:** 4658961 (https://adviserinfo.sec.gov/individual/summary/4658961)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://gfmasset.com/

## Frequently asked questions

### Is Jeremy Wolf a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and GFM Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy charges a percentage of assets, hourly fees and an ongoing planning fee.

### How much does Jeremy charge?

According to GFM Asset Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Jeremy Wolf based?

Jeremy Wolf is based in Weinfelden, Switzerland.

### What does Jeremy specialize in?

Jeremy's specialties include international & expat planning and retirement planning.

### Is Jeremy Wolf registered with the SEC?

Yes. Jeremy Wolf is registered as an investment adviser representative in NY (CRD 4658961), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GFM Asset Management manage?

GFM Asset Management reports $27.5M across 63 accounts in assets under management.

### How do I contact Jeremy Wolf?

Through Jeremy's website, gfmasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4658961): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://gfmasset.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.