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Wolf Bay Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars/speaking engagements to a mix of clients that includes institutions, nonprofits, corporations and individual clients, including non-high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based planning in addition to discretionary portfolio management.
The firm says it builds client-specific investment policies through personal consultations and employs a variety of analytical methods — including fundamental, technical, factor modeling and principles of modern portfolio theory — to construct portfolios using stocks, bonds, mutual funds and ETFs with a blend of passive and active strategies. It generally manages accounts on a discretionary basis, allows reasonable client-imposed restrictions, and directs custody to institutional platforms the firm supports.
Noteworthy for an investment manager focused on pooled or institutional assets, the brochure discloses a formal seminar program offered to organizations and the public and the use of project-based and hourly billing for certain planning engagements, practices that are less common among peers. The firm’s sole principal is characterized by an academic background (Ph.D.) and professional credentials (CFP® and CFA®) and remains engaged in university teaching and student fund supervision, which the brochure identifies as part of the firm’s experience.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business ownership considerations
Tax strategies for small businesses
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Project-based financial planning fees range from $2,500 to $12,000; ongoing financial planning fees range from $250 to $10,000 per month
0.50% annually (negotiable, especially for accounts over $10 million)
$400 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears, ranging from $250 to $10,000
Fee-only: Fees are negotiable and based on services provided; no commissions received.
Main office location
Wolf Bay Wealth Partners
Leawood KS, United States
Number of offices
1
Most active in
Wolf Bay Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Kansas
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.
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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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