Brittany Wolff
Advisor at Wolff Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wolff Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning.
Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.
Single : $3,600 , Couple : $4,800
$250+/mo
$750+/qtr
First $500k : Included , $500-$1 million : 0.50% , $1 million + : 0.25% with cap of $25k
Origin Financial
2021 - 2022 (1 year)
Wolff Financial Planning, LLC
2021 - Present (5 years)
Raymond James
2015 - 2021 (6 years)
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