Advisor at Wolff Financial Advisors, LLC
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Firm
Wolff Financial Advisors, LLC
Location
Broomfield, CO 80021
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.
Based on Wolff Financial Advisors, LLC
Maximum annual fixed fee of $15,000 for financial planning and portfolio management services
Minimum fee: Maximum annual fixed fee of $15,000; fees up to 1.75% of assets under management may be charged depending on complexity and scope Fee-only: Fixed fees up to $15,000 annually or up to 1.75% of assets under management depending on client complexity
11001 West 120 Th Ave, #400
Broomfield, CO 80021
Wolff Financial Advisors
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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