Samuel Pietrogallo is a CFP-designated registered investment advisor at Wolff Financial Management LLC, based in Kalamazoo, MI. Samuel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.00% to 1.00% depending on portfolio size and complexity. Fees are negotiable.
Fee Estimator
Location
5938 Venture Park Drive, Kalamazoo, MI, 49009
Get directionsHistory
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 Management LLC
State Registrations1 state
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
More Advisors
- Jared Mcnee, CFPWolff Financial Management LLC
- Matthew Wolff, CFPWolff Financial Management LLC
- Lucas Mansberger, CFA, CFPBreakwater Capital
- Michael Matteson, CFPEdward Jones
- Brandon Keehr, CFPSchaeffer Financial LLC
- Charles Wattles, CFALong Road Investment Counsel, LLC