Woolstone Wealth Management
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 with up to 2 employees
Average account size
—
About
Woolstone Consulting LLC is a recently formed, fee-only registered investment adviser (registered in 2026) that offers discretionary investment management and financial planning to individuals, high-net-worth clients, and businesses, though its Form ADV reports no clients or assets under management at the time of filing. The firm typically requires a $500,000 account minimum (subject to reduction or waiver) and uses a percentage-of-assets fee schedule for ongoing wealth management.
The firm’s investment process is grounded in modern portfolio theory and may combine passive and active strategies, with discretionary authority to implement asset allocation and security selection consistent with client objectives and risk tolerance. Financial planning is offered either alongside investment management at the client’s election or as a standalone fixed-fee engagement (stated range $5,000–$15,000) that results in a written plan covering cash flow, retirement, tax, estate, and risk-management topics.
Notable operational features include a requirement that client accounts be custodied at Charles Schwab or Altruist and a trading policy that does not aggregate or “block” trades, with executions handled on an individual-account basis rather than pooled order execution. The firm discloses adherence to a formal Code of Ethics and CFP Board standards, and its principal has prior experience at large financial firms, distinguishing its small-team structure and startup status from more established investment managers.
Client services
Expertise
Fee options
Financial planning fees range from $5,000 to $15,000, fixed fee, negotiable.
$0 - $2,000,000: 1.00% $2,000,001+: 0.50%
Account minimum: $500,000 Fee-only: Fee-only firm, compensation solely from clients for services provided.
Main office location
Woolstone Wealth Management
Malvern PA, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")