Hoffman Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,867
Clients
2
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
2
Very LowAverage account size
$6,434
About
Hoffman Wealth Advisors is a fee-only registered investment adviser that works with individuals, families, and small business owners to provide integrated financial planning and investment management. Services described in the brochure include retirement, tax and estate planning, insurance analysis, education funding, cash flow and debt management, and ongoing portfolio oversight.
The firm constructs diversified, asset-class portfolios primarily using low-cost index funds and ETFs, emphasizing long-term, passive, tax-efficient strategies, rebalancing, and asset-allocation principles informed by Modern Portfolio Theory. Financial planning is provided only as part of the asset-based investment management relationship and included in advisory fees; the brochure discloses a stated $25,000 account minimum that may be waived and reports $12,867 in discretionary assets under management across two clients (as of December 31, 2025).
As a recently formed, single-advisor practice, the principal maintains full-time employment outside the firm and conducts advisory activities during specified daytime hours (weekday availability and weekend appointments by request), a structural detail the brochure highlights to address potential availability considerations. Operational practices that differ from many peers include executing trades on an individual-account basis rather than aggregating client orders and leaving proxy voting to clients rather than voting proxies on their behalf.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Debt management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $250,000: 0.85% annually $250,001 - $1,000,000: 0.75% annually $1,000,001+: 0.60% annually
Account minimum: $25,000 Fee-only: Fee-only advisor; all compensation derived solely from client fees; no commissions or third-party compensation.
Main office location
Hoffman Wealth Advisors
6347 Lake Bluff Dr
Dallas TX 75249, United States
Number of offices
1
Most active in
Hoffman Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
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.
-
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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