Advisor at Hoffman Financial Consultants
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Firm
Hoffman Financial Consultants
Location
Belcamp, MD
Credentials
Series 63, Series 65
Industry experience
37 years
Walter Hoffman is the sole advisor at Hoffman Financial Consultants in Belcamp, MD, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and SagePoint Financial, Inc. Hoffman also sells term life insurance as an independent contractor. Hoffman Financial Consultants provides investment advisory and financial planning services to individuals, trusts, and estates. The firm offers non-discretionary advice with a long-term buy-and-hold investment approach, incorporating both fundamental and technical analysis, and emphasizes personal client contact.
Based on Hoffman Financial Consultants
Fixed fees up to $500 for Personal Financial Profile, Personal Financial analysis, and Seminar attendance (negotiable depending on complexity and client needs)
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.00% $2,000,000+: 0.90%
Up to $100 per hour for Investment Portfolio Analysis, Special Studies, and annual Review (negotiable depending on complexity and client needs)
Account minimum: Option A: $50,000; Option B: $25,000
Belcamp, MD
Maryland
OSAIC
2023 - Present (3 years)
Sagepoint Financial, Inc.
2009 - Present (17 years)
UnEmployed
1987 - Present (39 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:
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.
Is not active or affiliated with:
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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