Firm
Wolff Financial Advisors
Broomfield, Colorado
Fee-only
Wolff Financial Advisors at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 8 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 57 accounts).
- Its hourly rate of $300 is in line with the Colorado median of $290.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Website | wolff-financial.com |
| [email protected] | |
| Phone | (303) 748-6976 |
Wolff Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $300 an hour |
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"we offer our hourly service for $300.00 an hour" source
"Our base fee for this service is between $2,000 to $3,000 depending on the complexity of your portfolio." source
"We charge an annual fee, which is determined by assets under management, or a flat fee agreed upon in advance" source
"or a flat fee agreed upon in advance, paid on a quarterly basis" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 30, 2026 |
| SEC record | CRD 135756 |