Wolakota Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,529,834
Clients
28
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$304,637
About
Wolakota Financial Advisors serves individual clients seeking personal portfolio management and comprehensive financial planning and also offers tax preparation and separate psychological counseling services. The firm operates as a fee‑only, single‑advisor practice managing roughly $8.5 million for about 28 clients.
The advisor uses fundamental analysis supported by custodian and third‑party research and applies an asset‑allocation approach that incorporates age, net worth, income and tax considerations. Clients typically meet semiannually for reviews and written reports, and the firm has operated with discretionary trading authority since 2021 when clients sign the applicable agreement.
The firm does not rely on percentage‑of‑AUM fees; instead it uses open retainer arrangements, renewal retainers, hourly fees and per‑session billing for planning, tax and psychotherapy work. Distinctive features include the principal’s CFP and Enrolled Agent credentials, full membership in a fee‑only professional association, an affiliated small nonprofit, and recent regulatory-driven operational changes (quarterly billing of retainers and revised custody/login practices); the principal has also indicated an intention to scale back and favor consulting engagements going forward.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Income planning
Wealth management
Occupation focus
Retired
Self-Employed
Demographic focus
Values-based investing
Fee options
$250 per hour/session for financial planning, tax planning, and psychological services.
Comprehensive financial planning fees are charged as an annual retainer billed quarterly, ranging from $2,500 to $12,000 initially and $2,000 to $8,000 on renewal.
Fee-only: Open retainer financial planning fee ranges from $2,500 to $12,000 for the first year; renewal fees range from $2,000 to $8,000 annually, invoiced quarterly.
Main office location
Wolakota Financial Advisors
878 S Grove St.
Ypsilanti MI 48198-6345, United States
Number of offices
1
Most active in
Wolakota Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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