LPL Financial
38yrs
Top advisor by experience in Lewisville
11yrs
Clinton Wolfe
Full name on record: Clinton Eric Wolfe
Financial advisor at Advice and Planning Services
Based in Lewisville, Texas, Clinton Wolfe is a fiduciary financial advisor with 11 years of industry experience. Clinton joined Advice and Planning Services in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Advice and Planning Services reports being paid through a percentage of assets.
One of 68 advisors with offices in Lewisville, and one of 63 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeLewisville, TX
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – now
Contact Clinton
(212) 490-9000Firm headquarters in New York, NY. Ask for Clinton. Lewisville, TXOffice · Get directions Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Clinton
Tailored to Clinton’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Clinton
How do I contact Clinton?
Call Advice and Planning Services at (212) 490-9000 and ask for Clinton Wolfe. Clinton works from the Lewisville, TX office.
How long has Clinton been a financial advisor?
Clinton has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Clinton hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Clinton a fiduciary?
Clinton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clinton paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Clinton 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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