Apollon Wealth Management
45yrs
Top advisor by experience in Mount Pleasant
32yrs
Robert Wolfe is a fiduciary financial advisor in Mount Pleasant, South Carolina, with 32 years in the industry. Robert joined Apollon Wealth Management in 2021, after 12 years at United Capital Financial Advisors and nine years at Capital Planning Group. Robert holds the CFP® designation.
One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience in Mount Pleasant
Office111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm145
States licensed ?1 state
Services through Apollon Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowApollon Wealth Management, LLCCurrent firm
- 2009 – 2021United Capital Financial AdvisorsPreviously
- 2001 – 2009Capital Planning Group, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Apollon Wealth Management at 843-579-0018 and ask for Robert Wolfe. Robert works from the Mount Pleasant, SC office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 32 years. Top 11% by experience in Mount Pleasant.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Apollon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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