Jolley Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,600,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Jolley Wealth Management, LLC provides portfolio management, financial planning, consulting, and qualified plan design, with consulting services generally tailored to institutional or business clients and qualified plans as well as trusts, nonprofits, and individual clients. The firm manages client accounts on a discretionary basis and reported approximately $1.6 million in assets under management as of December 31, 2025.
The investment process begins with a client-specific investment policy statement and emphasizes top‑down fundamental and quantitative analysis to build asset-allocation portfolios that can follow goals‑based, liability‑driven, or asset‑only approaches. The firm uses models to forecast returns and manage risk while acknowledging model limitations such as overfitting, data‑mining, and behavioral biases.
Jolley Wealth Management is affiliated through common ownership with an accounting and tax services provider, and the principal also holds insurance licensing; the brochure notes these affiliations can create conflicts of interest if clients purchase affiliated insurance products. The firm highlights services that are less common among peers — including qualified plan design and pension consulting for institutional clients — and offers financial planning and consulting on a fixed‑fee or hourly basis in addition to charging asset‑based advisory fees.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Fee options
Initial asset allocation charge of $395.
$0 - $100,000: 1.35% $100,001 - $250,000: 1.10% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $100,000,000: 0.40% $100,000,001+: 0.40%
$320 per hour for financial planning, consulting, and qualified plan design services.
Minimum fee: Initial asset allocation charge of $395. Fee-only: Financial planning, consulting, and qualified plan design services offered on a fixed fee or hourly basis; hourly rate of $320.
Main office location
Jolley Wealth Management, LLC
9375 E. Shea Blvd., Suite 100
Scottsdale AZ 85260, United States
Number of offices
1
Most active in
Jolley Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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.
Discover
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")