Lisa Hartgraves
Wolff Financial Management · Kalamazoo, Michigan
Lisa Hartgraves is a fee-only financial advisor at Wolff Financial Management in Kalamazoo, Michigan. 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 |
| SEC registration | Investment adviser representative in MI · CRD 5183319 |
| Exams passed | Series 66 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wfminvest.com |
| Profile |
How Lisa'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 Lisa
Is Lisa Hartgraves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Wolff Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Lisa Hartgraves based?
Lisa Hartgraves is based in Kalamazoo, Michigan.
Is Lisa Hartgraves registered with the SEC?
Yes. Lisa Hartgraves is registered as an investment adviser representative in MI (CRD 5183319), 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 Lisa Hartgraves?
Through Lisa'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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