Matthew Wolff
Matthew Wolff is a CFP-designated registered investment advisor at Wolff Financial Management LLC, based in Kalamazoo, MI, with 32 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 360 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wolff Financial provides investment management and financial planning for an annual fee based on the value of your portfolio. This fee typically ranges from 0.00% to 1.00%, but may be negotiable based on the size of the account and complexity of your needs. Financial planning is included as part of the investment management services, not as a separate service.
Location
5938 Venture Park Drive, Kalamazoo, MI, 49009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent selling term life insurance and fixed annuities, dedicating minimal time to this activity. He also owns real estate, provides tax planning and consulting services, and owns Wolff Financial Management LLC RIA, where he spends nearly full-time assisting clients in meeting financial goals. Finally, he provides fixed insurance solutions for clients at PKS Financial, dedicating minimal time to this activity.
Employment History
Current Registrations
Wolff Financial Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Intersecurities, INC.Broker
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.