Courtney Hoffman
EverPar Advisors · Tulsa, Oklahoma
Courtney Hoffman is a fee-only financial advisor at EverPar Advisors in Tulsa, Oklahoma, who holds the CFP credential. Courtney focuses on tax planning, retirement planning and estate & legacy planning. EverPar Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | EverPar Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $587.8M across 937 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 6898099 |
| Exams passed | Series 66 (2018) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.everpar.com |
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Questions about Courtney
Is Courtney Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Courtney holds no broker registration, and EverPar Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Courtney charge for financial advice?
Courtney's firm, EverPar Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Courtney Hoffman based?
Courtney Hoffman is based in Tulsa, Oklahoma.
What does Courtney specialize in?
Courtney's specialties include tax planning, retirement planning, estate & legacy planning and family wealth transfer. Courtney works with pre-retirees and multi-generational families.
What credentials does Courtney Hoffman hold?
Courtney Hoffman holds the CFP credential.
Is Courtney Hoffman registered with the SEC?
Yes. Courtney Hoffman is registered as an investment adviser representative in OK and TX (CRD 6898099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EverPar Advisors manage?
EverPar Advisors reports $587.8M across 937 accounts in assets under management.
How do I contact Courtney Hoffman?
Through Courtney's website, www.everpar.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
- EverPar 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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