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CFP
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CFP

Matthew Wolff

Wolff Financial Management LLC
32 Years of Experience
Kalamazoo, MI
Sells Insurance
View SEC Summary
View SEC Summary

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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 360 clients with $610M in assets under management.

Wolff Financial Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
360 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$612.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.00% to 1.00% depending on portfolio size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5938 Venture Park Drive, Kalamazoo, MI, 49009

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History

Regulatory History
Clean regulatory record

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.

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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
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2016 - December 2019 · 3 yrs 8 mos
Transamerica Financial Advisors, INC.
June 2005 - May 2016 · 10 yrs 11 mos
Transamerica Financial Advisors, INCBroker
January 1998 - May 2016 · 18 yrs 4 mos
Intersecurities, INC.Broker
March 1994 - December 1997 · 3 yrs 9 mos
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.
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