Brittany Wolff is a CFP-designated registered investment advisor at Wolff Financial, based in Greenville, SC, with 9 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Millennials & Gen Z, and 3 more. Their firm serves 29 clients with $12M 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 $500K | Included |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
First $500,000 of AUM is covered by the financial planning fee. Investment management fees not to exceed $25,000.
Fee Estimator
Contact
Brittany Wolff
Location
Greenville, SC
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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 →Employment History
Current Registrations
Wolff Financial
Previous Registrations
Origin Financial
Raymond James & Associates, INC.
Raymond James & Associates, 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.
Exams