# Matthew Wolff

> Matthew Wolff 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.

Page: https://find.wellspent.co/advisors/matthew-wolff/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wolff Financial Management
- **Based in:** Kalamazoo, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $612.7M across 1,133 accounts
- **Credentials:** CFP
- **CRD:** 2463965 (https://adviserinfo.sec.gov/individual/summary/2463965)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (1994)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://wfminvest.com/

## Frequently asked questions

### Is Matthew Wolff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew's firm, Wolff Financial Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Matthew Wolff based?

Matthew Wolff is based in Kalamazoo, Michigan.

### What credentials does Matthew Wolff hold?

Matthew Wolff holds the CFP credential.

### Is Matthew Wolff registered with the SEC?

Yes. Matthew Wolff is registered as an investment adviser representative in MI and TX (CRD 2463965), 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 Matthew Wolff?

Through Matthew's website, wfminvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2463965): 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

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