Jeremy Wolf
GFM Asset Management · Weinfelden, Switzerland
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.
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Specialties
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 | $27.5M across 63 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4658961 |
| Exams passed | Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | gfmasset.com |
| Profile |
How Jeremy's firm compares
- GFM Asset Management's average account is about $437,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Jeremy
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.
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
- GFM Asset Management 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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