# Theodore Wolfstich

> Theodore Wolfstich is a fee-only financial advisor at Wolfstich Capital in Medfield, Massachusetts, who holds the CFP credential. Wolfstich Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wolfstich Capital
- **Based in:** Medfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $162.1M across 273 accounts
- **Credentials:** CFP
- **CRD:** 2739474 (https://adviserinfo.sec.gov/individual/summary/2739474)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1996), Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.wolfstichcapital.com

## Frequently asked questions

### Is Theodore Wolfstich a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Wolfstich Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Wolfstich Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Theodore Wolfstich based?

Theodore Wolfstich is based in Medfield, Massachusetts.

### What credentials does Theodore Wolfstich hold?

Theodore Wolfstich holds the CFP credential.

### Is Theodore Wolfstich registered with the SEC?

Yes. Theodore Wolfstich is registered as an investment adviser representative in MA and TX (CRD 2739474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wolfstich Capital manage?

Wolfstich Capital reports $162.1M across 273 accounts in assets under management.

### How do I contact Theodore Wolfstich?

Through Theodore's website, www.wolfstichcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2739474): 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.