Brittany Wolff, CFP®, AAMS® Wolff Financial

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About Brittany Wolff, CFP®, AAMS®

Over the course of years in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps women and couples grow and protect their wealth through comprehensive financial planning.

Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

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Ideal Clients

  • Gen Y/Millennials
  • Women's Finance
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $167+/qtr
  • Flat Fee: $2000+/engagement
  • Assets Under Management: 1.00%

SEC Records

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