Wolfstich Capital, LLC

Wolfstich Capital, LLC is a fee-only financial planning and investment management firm founded in 2007 by Theodore J. Wolfstich. The firm specializes in wealth management, offering tailored investment advice based on individual client needs. They manage client assets on a discretionary basis, focusing on individual equities, bonds, mutual funds, and ETFs. Wolfstich Capital acts as a fiduciary, obligated to act in the best interests of clients, and does not accept commissions or finder's fees. The firm charges financial planning fees at $350 per hour and wealth management fees based on a tiered structure. As of December 31, 2024, they managed $144,641,000 in client assets. Clients have the option to authorize fee debiting and first-party money transfers. The firm does not engage in performance-based fees or side-by-side management. They serve individuals, high net worth individuals, and charitable organizations with no minimum account size requirement. Theodore J. Wolfstich, the Managing Member and Chief Compliance Officer, holds a Bachelor of Science in Political Science and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He has no disciplinary history and does not have any outside business activities or receive additional compensation. Theodore J. Wolfstich is the sole employee listed in the Form ADV Part 2B Brochure Supplement. For more information, clients can contact Theodore J. Wolfstich directly at (508) 242-9400 or [email protected].