Glenn Wolfson is a registered investment advisor at Wolfson Wealth Management, based in Isleton, CA, with 14 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 38 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.5%. Fees are generally not negotiable.
Fee Estimator
Location
Isleton, CA
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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.
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Glenn works as a Solutions Consultant at Ceridian, focusing on HR, payroll, and tax filing, dedicating nearly full-time hours to this role. Glenn is also a real estate broker at Delta Brokers, spending minimal time on this activity.
Employment History
Current Registrations
Wolfson Wealth Management
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.