# David Hofer

> David Hofer is a fee-only financial advisor at Brightwood Ventures in Tigard, Oregon, who holds the CFA credential. David focuses on retirement planning. Brightwood Ventures reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-hofer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Brightwood Ventures
- **Based in:** Tigard, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $80.9M across 91 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 6129968 (https://adviserinfo.sec.gov/individual/summary/6129968)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.brightwoodventures.com

## Frequently asked questions

### Is David Hofer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Brightwood Ventures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Brightwood Ventures, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Hofer based?

David Hofer is based in Tigard, Oregon.

### What does David specialize in?

David's specialties include retirement planning.

### What credentials does David Hofer hold?

David Hofer holds the CFA credential.

### Is David Hofer registered with the SEC?

Yes. David Hofer is registered as an investment adviser representative in OR (CRD 6129968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brightwood Ventures manage?

Brightwood Ventures reports $80.9M across 91 accounts in assets under management.

### How do I contact David Hofer?

Through David's website, www.brightwoodventures.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6129968): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.brightwoodventures.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.