DeHoff Wealth Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,523,074
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$304,615
About
The firm provides continuous wealth management and financial planning services to individuals and high‑net‑worth individuals, combining investment management with planning work on cash flow, retirement, tax strategies, estate planning, and business planning. It primarily advises on equities, bonds, mutual funds, ETFs, U.S. government and municipal securities and may provide advice on holdings clients bring to the relationship.
The firm’s investment approach emphasizes asset allocation and diversification grounded in modern portfolio theory, supplemented by fundamental and cyclical analysis, and uses a mix of passive and active vehicles. Portfolios are generally constructed for long‑term holding with discretionary trading authority, while financial plans are built, reviewed, and monitored throughout the year and client‑imposed investment restrictions can be accommodated in writing.
Distinctive operational features include that the firm was formed and registered in 2025 and reported no assets under management as of the filing date, and it operates as a small, fee‑only practice whose sole principal maintains outside employment at a financial‑services vendor (the brochure notes procedures to manage limited daytime availability). The firm requires clients to custody assets on a specified platform (Altruist), includes financial planning at no additional charge for managed clients, and does not offer performance‑based or wrap fee programs.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
$0 - $100,000: 1.25% $100,001 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001+: 0.60%
Fee-only: Fee-only firm; no commissions or other sales-related compensation
Main office location
DeHoff Wealth Advisory LLC
Jacksonville FL, United States
Number of offices
1
Most active in
DeHoff Wealth Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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