Top financial advisors in Medfield, MA
We’ve curated a list of the best financial advisors in Medfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$128,645,254
Number of advisors
1 advisors
| $128,645,254 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Medfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Medfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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].
$128,645,254 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Medfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Medfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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