Advisor at Hoffman Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hoffman Capital Advisors LLC
Location
Cranberry Twp, PA 16066
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Derek Finney is a CFP® professional with eight years of industry experience, currently serving as an advisor at Hoffman Capital Advisors LLC. His prior roles include positions at LPL Financial LLC, Cambridge Investment Research Advisors, and PNC Investments, among others. He is also a licensed life insurance agent, though he does not devote time to this activity or receive compensation from it. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm manages approximately $160 million in client assets through a team of seven advisors, offering tailored investment programs and a broad range of strategies within a wrap-fee 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
2025 - Present (1 year)
NewEdge Securities LLC
2025 - Present (1 year)
LPL Financial
2023 - 2025 (2 years)
Cambridge Investment Research Advisors, Inc..
2022 - 2023 (1 year)
Cambridge Investment Research, Inc.
2022 - 2023 (1 year)
J Cubed Financial Advisory Group
2022 - 2025 (3 years)
Cantella & Co., Inc.
2022 - 2023 (1 year)
Cantella & Co.,
2022 - 2022 (1 year)
PNC Investments, LLC
2019 - 2022 (3 years)
Hefren Tillotson
2018 - 2019 (1 year)
NYLIFE Securities LLC
2017 - 2018 (1 year)
Denison University
2013 - 2017 (4 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.
Series 63, Series 65
Wexford, PA
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