Adam Wolf is a CFP-designated registered investment advisor at Coyle Capital, LLC, based in Lakeway, TX, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coyle Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of your portfolio's value. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration required. Fees are negotiable. You are responsible for custodian fees, brokerage fees, and other third-party fees.
Location
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738
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Regulatory History (1)
Regulatory
December 2017Other Business ActivitiesSells Insurance
Adam owns Wolf Retirement Navigation LLC, where he sells insurance, dedicating full-time hours to the business. He also owns Jacksonville Retirement Academy, where he provides financial education, and Wolf Tax LLC, where he does tax preparation and accounting, dedicating a few hours per week to each.
Employment History
Current Registrations
Coyle Capital, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Wolf Investment Advisors LLC
Magdalein & Stratton Retirement Investment Strategies, LLC
Qa3 Financial CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.