Francis Hoey
Hoey Investments · Coatesville, Pennsylvania
Francis Hoey is a fee-only financial advisor at Hoey Investments in Coatesville, Pennsylvania, who holds the CFP credential. Hoey Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Hoey Investments |
|---|---|
| Based in | Coatesville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $788.3M across 1,554 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, PA, TX · CRD 2911665 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hoeyinvestments.com |
| Profile |
How Francis's firm compares
- Hoey Investments's average account is about $507,000, from its Form ADV (assets managed divided by 1,554 accounts).
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Questions about Francis
Is Francis Hoey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francis holds no broker registration, and Hoey Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francis charge for financial advice?
Francis's firm, Hoey Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Francis Hoey based?
Francis Hoey is based in Coatesville, Pennsylvania.
What credentials does Francis Hoey hold?
Francis Hoey holds the CFP credential.
Is Francis Hoey registered with the SEC?
Yes. Francis Hoey is registered as an investment adviser representative in AZ, CA, PA and TX (CRD 2911665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Hoey Investments manage?
Hoey Investments reports $788.3M across 1,554 accounts in assets under management.
How do I contact Francis Hoey?
Through Francis's website, www.hoeyinvestments.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
- 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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