Advisor at Hoffman Capital Advisors LLC
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Firm
Hoffman Capital Advisors LLC
Location
Cranberry Twp, PA 16066
Credentials
Series 66
Industry experience
25 years
David Smith is a financial advisor at Hoffman Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Hefren-Tillotson, Inc. and Riverstone Wealth Management LLC. Smith also serves as a registered representative with NewEdge Securities LLC. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in assets for around 331 clients through a team of seven advisors, offering customized investment programs and employing a range of strategies from long-term investing to higher-risk techniques within a wrap-fee program structure.
Based on Hoffman Capital Advisors LLC
Fixed financial planning fees negotiated between $100 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Compensation received for sale of investment and insurance products, commissions not primary source
Between $100 and $500 per hour for financial planning services
Fee-only: Financial planning fixed fees between $100 and $10,000; hourly fees between $100 and $500
1659 Rt 228, Suite 5
Cranberry Twp, PA 16066
Pennsylvania
Hoffman Capital Advisors LLC
2017 - Present (9 years)
NewEdge Securities LLC
2017 - Present (9 years)
Riverstone Wealth Management LLC
2017 - 2022 (5 years)
Hefren-Tillotson, Inc.
2000 - 2017 (17 years)
Creese, Smith & Co, LLC
1992 - 2023 (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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