Advisor at CSLA Financial Inc
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.
Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.
Based on CSLA Financial Inc
Based on CSLA Financial Inc
Fixed fees for Individual Goals Planning (IGP) financial planning services ranging from $0 to $5,000; Initial written financial plan starts at $1,000 plus $200/hr for additional analysis
$0 - $49,999: 1.50% $50,000 - $249,999: 0.75% $250,000 - $499,999: 0.60% $500,000 - $999,999: 0.50% $1,000,000+: 0.40%
$200 per hour for consulting or modular financial planning services, negotiable
Monthly subscription fee of $75 for Interactive Financial Plan (IFP) services; $25 per month for Student Loan Repayment Assistance Service
Account minimum: $10,000 Minimum fee: Minimum fee of $50 for fee-based brokerage accounts at Charles Schwab Fee-only: Hourly consulting rate of $200 per hour (negotiable); Fixed fees for financial planning $0 to $5,000; Monthly subscription fee $75; Student loan repayment assistance $25/month
Camas, WA
Arizona · California · Florida · Massachusetts · Montana · Nevada · Oklahoma · Oregon · Texas · Washington
Fosterus
2022 - Present (4 years)
CSLA Financial
2016 - Present (10 years)
Portsmouth Financial Services
2016 - 2016 (1 year)
Independent Insurance Agent
2012 - Present (14 years)
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Accountant / CPA / tax prep
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Real estate agent
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