Cort Hoffman
Hoffman Wealth Advisors · Dallas, Texas
Cort Hoffman is a fee-only financial advisor at Hoffman Wealth Advisors in Dallas, Texas. Cort charges a percentage of assets (0.85% a year on the first tier of assets managed).
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Facts
| Firm | Hoffman Wealth Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed |
| Assets under management | $13K across 4 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8059896 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hoffmanwealthadvisors.com |
| Profile |
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Questions about Cort
Is Cort Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cort holds no broker registration, and Hoffman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cort charge for financial advice?
Cort charges a percentage of assets.
How much does Cort charge?
According to Hoffman Wealth Advisors's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed.
Where is Cort Hoffman based?
Cort Hoffman is based in Dallas, Texas.
Is Cort Hoffman registered with the SEC?
Yes. Cort Hoffman is registered as an investment adviser representative in TX (CRD 8059896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hoffman Wealth Advisors manage?
Hoffman Wealth Advisors reports $13K across 4 accounts in assets under management.
How do I contact Cort Hoffman?
Through Cort's website, hoffmanwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- Hoffman Wealth Advisors 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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