Theodore Wolfstich
Wolfstich Capital · Medfield, Massachusetts
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.
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Facts
| Firm | Wolfstich Capital |
|---|---|
| Based in | Medfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.1M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 2739474 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wolfstichcapital.com |
How Theodore's firm compares
- Wolfstich Capital's average account is about $594,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Theodore
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.
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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