Wolf Financial Advisors provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate/gift planning. Wolf also manages individually tailored investment portfolios based on clients' goals, risk tolerance, and liquidity needs. Wolf primarily uses passive investment management strategies, investing in index mutual funds or exchange-traded funds.
Assets Under Management$110M
Clients169
Advisors1
Avg. per Client$660K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
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.
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