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Wolf Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,856,762
Total clients
99
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
99
Average account size
$1,261,179
About
Wolf Financial Advisors is a state-registered investment adviser that provides financial planning and investment advisory services to individual and high-net-worth clients, and to certain retirement plans. The firm also offers income tax preparation and accounting services under separate agreements through its principal; referrals between the advisory and accounting services are disclosed in the brochure and no referral fees are charged.
The firm follows a passive, Modern Portfolio Theory-based approach, constructing multi-asset class portfolios using index mutual funds and exchange-traded funds with a long-term buy-and-hold orientation and periodic rebalancing. Accounts are managed on a non-discretionary basis and client-specific investment policy statements are used to tailor allocations and any client-imposed restrictions.
Distinctive features include the adviser’s dual role as a licensed accountant and credentialed financial planner who dedicates a portion of time to separate tax and accounting work (disclosed as about 20% annually), which the firm says can allow integrated tax and investment considerations under distinct engagements. Uncommonly for a solo independent adviser, the firm manages roughly $125 million in primarily non-discretionary assets for about 99 clients and relies on third-party custodians and advisor programs (Charles Schwab and Vanguard) for custody and execution.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
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
Main office location
Wolf Financial Advisors LLC
2930 Court Street
Pekin IL 61554, United States
Number of offices
1
Most active in
Wolf Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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