Wolfstich Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$162,101,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
79
70% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$2,051,911
About
Wolfstich Capital provides fee‑only financial planning and discretionary wealth management to individuals, high‑net‑worth clients, and charitable organizations. Services include comprehensive financial planning and ongoing portfolio management using percentage‑of‑AUM billing and fixed‑fee planning engagements.
The firm tailors investment policy and portfolio construction to each client’s objectives, using fundamental analysis and strategic asset allocation across individual equities, bonds, mutual funds, and ETFs. Accounts are managed on a discretionary basis, with periodic (typically quarterly) reviews and the option to delegate portions of portfolio management to sub‑advisors when appropriate.
Compared with many independent advisers, the firm’s stated client base explicitly includes charitable organizations, an uncommon client type for its peer group. Other distinguishing features disclosed in the brochure include a succession arrangement with an external advisor for business continuity, no stated account minimum, and a strict fee‑only compensation model with no commission‑based or outside sales arrangements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Financial planning fixed fee between $2,500 and $3,500
$0 - $3,000,000: 1.00% annually $3,000,000+: 0.50% annually
$350 per hour if financial plan cancelled after 5 business days
Fee-only: Financial planning fixed fee between $2,500 and $3,500; hourly rate $350/hour for work if plan cancelled after 5 days
Main office location
Wolfstich Capital, LLC
445 Main Street, Suite 303
Medfield MA 02052, United States
Number of offices
2
Most active in
Wolfstich Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New York · 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 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.
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