Firm
Wolff Financial
Greenville, South Carolina
Fee-only
Wolff Financial at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 29 individual clients, 4 of them high net worth.
- Its average account is about $158,000 (assets it manages divided by its 73 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the South Carolina median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Greenville, South Carolina |
|---|---|
| Website | wolff-finance.com |
| [email protected] | |
| Phone | (776) 713-2297 |
Wolff Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 0.25% to 0.5% a year |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$3,600 / yr" source
"A typical one time planning fee is $2,500, but may be adjusted for complexity." source
"$1,000,001 + 0.25%" source
"$500,001 - $1 million 0.5%" 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 25 |
| High-net-worth clients | 4 |
| Accounts managed | 73 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 12, 2026 |
| SEC record | CRD 314116 |