Jason Wolff
Jason Wolff is a registered investment advisor at Arkfeld Wealth Strategies, L.L.C., based in Omaha, NE, with 5 years of industry experience. Jason 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 937 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkfeld Wealth Strategies charges a fee based on the value of your portfolio, up to a maximum of 2.0% annually, subject to a $500 minimum per year. The exact fee is negotiated with each client. Fees are calculated and charged quarterly, based on the value of your portfolio at the end of the previous quarter.
Location
3512 N. 163rd Plaza, Omaha, NE, 68116
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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
Jason is an independent insurance agent representing various carriers since 2019, spending a few hours per week on this activity. He also has an investment-related real estate business, 4141, LLC, started in 2024, with variable time commitment.
Employment History
Current Registrations
Arkfeld Wealth Strategies, L.L.C.
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.