Amy Hoffman
Advisors Financial · Mclean, Virginia
Amy Hoffman is a fee-only financial advisor at Advisors Financial in Mclean, Virginia, who holds the CFP credential. Amy focuses on retirement planning. Advisors Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Advisors Financial |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $321.2M across 723 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 2549737 |
| Exams passed | Series 63 (2002) · Series 65 (1998) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.advisorsfinancial.com |
| Profile |
How Amy's firm compares
- Advisors Financial's average account is about $444,000, from its Form ADV (assets managed divided by 723 accounts).
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Questions about Amy
Is Amy Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Advisors Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Advisors Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Hoffman based?
Amy Hoffman is based in Mclean, Virginia.
What does Amy specialize in?
Amy's specialties include retirement planning.
What credentials does Amy Hoffman hold?
Amy Hoffman holds the CFP credential.
Is Amy Hoffman registered with the SEC?
Yes. Amy Hoffman is registered as an investment adviser representative in TX and VA (CRD 2549737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisors Financial manage?
Advisors Financial reports $321.2M across 723 accounts in assets under management.
How do I contact Amy Hoffman?
Through Amy's website, www.advisorsfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Advisors Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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