Zachary Wolf
Boltwood Capital Management · Walnut Creek, California
Zachary Wolf is a fee-only financial advisor at Boltwood Capital Management in Walnut Creek, California. Zachary focuses on retirement planning, estate & legacy planning and student loans. Boltwood Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Zachary →
Specialties
Facts
| Firm | Boltwood Capital Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $502.5M across 468 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6584058 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.boltwoodcap.com |
| Profile |
How Zachary's firm compares
- Boltwood Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 468 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
Is Zachary Wolf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Boltwood Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Boltwood Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Wolf based?
Zachary Wolf is based in Walnut Creek, California.
What does Zachary specialize in?
Zachary's specialties include retirement planning, estate & legacy planning, student loans and family wealth transfer.
Is Zachary Wolf registered with the SEC?
Yes. Zachary Wolf is registered as an investment adviser representative in CA and TX (CRD 6584058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boltwood Capital Management manage?
Boltwood Capital Management reports $502.5M across 468 accounts in assets under management.
How do I contact Zachary Wolf?
Through Zachary's website, www.boltwoodcap.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
- Boltwood Capital Management 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.
See something wrong? Request a correction. Read our methodology.