Advisor at Avantra Family Wealth, Inc.
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Firm
Avantra Family Wealth, Inc.
Location
Mechanicsburg, PA 17050
Credentials
Series 63, Series 65
Industry experience
24 years
Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.
Based on Avantra Family Wealth, Inc.
Fixed fees negotiated between $500 and $5,000 for financial planning engagements
0.05% to 2.00% annually based on assets under management and complexity of needs
Up to $300 per hour for financial planning services
Annual retainer fees negotiated between $500 and $5,000 for financial planning services
Fee-only: Financial planning services offered hourly (up to $300/hour), fixed fee ($500 to $5,000), or annual retainer ($500 to $5,000)
100 Sterling Parkway, Suite 107
Mechanicsburg, PA 17050
Pennsylvania
Purshe kaplan Sterling Investments
2017 - Present (9 years)
Avantra Family Wealth LLC
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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