Firm
Wolfson Private Wealth
Ft. Lauderdale, Florida
Fee-only
Wolfson Private Wealth at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 16 individual clients, 2 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 16 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Ft. Lauderdale, Florida |
|---|---|
| Phone | (954) 609-5386 |
Wolfson Private Wealth fees
Wolfson Private Wealth 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 · Hourly · Performance-based fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 14 |
| High-net-worth clients | 2 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 314416 |