Advisor at Wolf Financial Advisors LLC
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Firm
Wolf Financial Advisors LLC
Location
Pekin, IL 61554
Credentials
ChFC®, Series 65
Industry experience
25 years
James Wolf is a ChFC® credentialed financial advisor with 25 years of industry experience. He has led Wolf Financial Advisors LLC since 2008, an independent firm based in Pekin, IL. Wolf Financial Advisors LLC provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals, certain retirement plans, and charitable organizations. The firm emphasizes a passive, long-term investment approach using index mutual funds and ETFs, integrates accounting and tax-preparation services with advisory work, and manages accounts on a non-discretionary basis.
Based on Wolf Financial Advisors LLC
Less than $50,001+: Negotiable $50,001 - $100,000: $200.00 annually $100,001 - $200,000: $375.00 annually $200,001 - $350,000: $650.00 annually $350,001 - $500,000: $1,050.00 annually $500,001 - $750,000: $1,500.00 annually $750,001 - $1,000,000: $1,850.00 annually $1,000,001 - $1,500,000: $2,250.00 annually $1,500,001 - $2,000,000: $2,875.00 annually $2,000,001 - $3,000,000: $3,750.00 annually $3,000,001 - $4,000,000: $4,750.00 annually Over $4,000,000+: $5,750.00 annually
$120.00 per hour for financial planning
Minimum fee: $200.00 to $5,750.00 annually based on asset tiers Fee-only: Financial planning at $120/hour, negotiable in certain cases
2930 Court Street
Pekin, IL 61554
Illinois · Texas
Wolf Financial Advisors, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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
They're affiliated with a bank that may offer its own financial products and services.
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.
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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Eagle Ridge Wealth Advisors
I'm a CERTIFIED FINANCIAL PLANNER™ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.
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