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
Series 66
Industry experience
16 years
Josiah Hoffman is a financial advisor at Hoffman Capital Advisors LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Mid Atlantic Capital Corporation and Hefren-Tillotson Inc. Outside of his advisory role, he serves on the boards of the Parkinson's Foundation Western PA and Grace Community Church, and engages in woodworking and epoxy art through his personal craft business. 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 client assets with a team of seven advisors, offering tailored investment programs and managing portfolios exclusively through 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
Mid Atlantic Capital Corporation
2017 - Present (9 years)
Hoffman Capital Advisors LLC
2017 - Present (9 years)
Hefren-Tillotson Inc.
2016 - 2017 (1 year)
Metlife
2009 - 2016 (7 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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