Grayson Hofferber
Advisor at Millennial Wealth Management, 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.
Advisor at Millennial Wealth Management, 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.
Location
Broomfield, CO 80020
Credentials
Series 66
Industry experience
14 years
Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers. Outside of advising, he owns Millennial Bookkeeping, a bookkeeping services business he has operated since 2015 and plans to transition to new ownership in the coming years. Millennial Wealth Management provides financial planning and portfolio management to individuals and employer-sponsored retirement plans, offering both comprehensive and hourly planning. The firm utilizes passive, asset-allocation strategies with index funds and ETFs, and incorporates third-party money managers and platforms to deliver fiduciary and consulting services to plan sponsors.
Based on Millennial Wealth Management, LLC
Based on Millennial Wealth Management, LLC
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$300 per hour
Comprehensive Financial Planning: $600 upfront fee plus $200/month for individuals or $250/month for couples
2095 W. 6 Th Avenue, Suite 112
Broomfield, CO 80020
California · Colorado · Texas
Millennial Wealth Management, LLC
2016 - Present (10 years)
Various Insurance Carriers For W&R Insurance Agencies
2015 - 2016 (1 year)
Waddell & Reed, Inc
2015 - 2016 (1 year)
Millennial Bookkeeping
2015 - Present (11 years)
Grayson's Rideshare
2015 - 2018 (3 years)
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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