Darrin Wolff
Darrin Wolff is a registered investment advisor at Edelman Financial Engines, based in Overland Park, KS, with 19 years of industry experience. Darrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
10950 Grandview Drive, Suite 500, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Darrin is a board member of the Fathers Club, a community volunteer position, since 2009, dedicating about 10-20% of his time. He also acts as the trustee of his own personal Revocable Trust for Estate Planning purposes since 2002.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Aspen Wealth Management, INC.
Edward Jones
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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