Firm
Wolff Financial Management
Kalamazoo, Michigan
Fee-only
Wolff Financial Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 360 individual clients, 155 of them high net worth.
- Its average account is about $541,000 (assets it manages divided by its 1,133 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Kalamazoo, Michigan |
|---|---|
| Website | wfminvest.com |
| Phone | (269) 372-3100 |
Wolff Financial Management fees
Wolff Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets |
|---|---|
| Assets managed | $613 million |
| Individual clients | 205 |
| High-net-worth clients | 155 |
| Accounts managed | 1,133 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-107444) |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 283239 |