Michael Kothakota
WolfBridge Wealth · Durham, North Carolina
Michael Kothakota is a fee-only financial advisor at WolfBridge Wealth in Durham, North Carolina, who holds the CFP credential. Michael focuses on divorce financial planning, retirement planning and estate & legacy planning. WolfBridge Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | WolfBridge Wealth |
|---|---|
| Based in | Durham, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $88.9M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4974068 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wolfbridgefinancial.com |
| Profile |
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Questions about Michael
Is Michael Kothakota a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and WolfBridge Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, WolfBridge Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kothakota based?
Michael Kothakota is based in Durham, North Carolina.
What does Michael specialize in?
Michael's specialties include divorce financial planning, retirement planning, estate & legacy planning, tax planning, pension planning and small business owners. Michael works with divorced individuals.
What credentials does Michael Kothakota hold?
Michael Kothakota holds the CFP credential.
Is Michael Kothakota registered with the SEC?
Yes. Michael Kothakota is registered as an investment adviser representative in NC (CRD 4974068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does WolfBridge Wealth manage?
WolfBridge Wealth reports $88.9M across 49 accounts in assets under management.
How do I contact Michael Kothakota?
Through Michael's website, www.wolfbridgefinancial.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
- WolfBridge Wealth 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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