# Samuel Pietrogallo

> Samuel Pietrogallo 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/samuel-pietrogallo/
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:** 8202014 (https://adviserinfo.sec.gov/individual/summary/8202014)
- **SEC registration:** Investment adviser representative in MI
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://wfminvest.com/

## Frequently asked questions

### Is Samuel Pietrogallo a fee-only financial advisor?

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

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

### Where is Samuel Pietrogallo based?

Samuel Pietrogallo is based in Kalamazoo, Michigan.

### What credentials does Samuel Pietrogallo hold?

Samuel Pietrogallo holds the CFP credential.

### Is Samuel Pietrogallo registered with the SEC?

Yes. Samuel Pietrogallo is registered as an investment adviser representative in MI (CRD 8202014), 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 Samuel Pietrogallo?

Through Samuel's website, wfminvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8202014): 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.
