Woolstone Consulting is a registered investment advisor founded in January 2026 and located in Malvern, Pennsylvania. Led by Certified Financial Planner Jake Landau, Woolstone Consulting offers personalized wealth management services that combine ongoing investment management with comprehensive financial planning. When managing investments, Woolstone Consulting builds diversified portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents based on Modern Portfolio Theory, while granting clients the ability to place reasonable investment restrictions. Financial planning services cover cash flow and debt management, employee benefits optimization, estate planning, financial goal-setting, insurance analysis, investment analysis, retirement planning, risk management, and tax planning strategies. Woolstone Consulting operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or third-party product sales, and requires a minimum investment of $500,000 to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and may vary by client. Financial planning is included at no additional fee.