James Wolf is a ChFC-designated registered investment advisor at Wolf Financial Advisors LLC, based in Pekin, IL, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 169 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wolf Financial Advisors' fee for investment advisory services is a fixed dollar amount based on the value of the account. The fee is negotiable and is pro-rated and paid quarterly in arrears. For example, an account valued between $50,001 and $100,000 has an annual advisory fee of $200.00.
Location
2930 Court Street, Pekin, IL, 61554
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wolf Financial Advisors LLC
Previous Registrations
Jt Financial Advisers, LLC
Jt Financial Advisers, LLC
State Registrations2 states
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