Grayson Hofferber
Millennial Wealth Management · Broomfield, Colorado
Grayson Hofferber is a fee-only financial advisor at Millennial Wealth Management in Broomfield, Colorado. Grayson charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $600) and focuses on retirement planning, student loans and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Millennial Wealth Management |
|---|---|
| Based in | Broomfield, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $600 · $300 an hour · 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $36.0M across 165 accounts |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 5894660 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.millennialwealthmanagement.com |
| Profile |
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Questions about Grayson
Is Grayson Hofferber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grayson holds no broker registration, and Millennial Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Grayson charge for financial advice?
Grayson charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
How much does Grayson charge?
According to Millennial Wealth Management's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $600; $300 an hour; 1.25% a year on the first tier of assets managed.
Where is Grayson Hofferber based?
Grayson Hofferber is based in Broomfield, Colorado.
What does Grayson specialize in?
Grayson's specialties include retirement planning, student loans, tax planning and estate & legacy planning. Grayson works with early-career professionals.
Is Grayson Hofferber registered with the SEC?
Yes. Grayson Hofferber is registered as an investment adviser representative in CA, CO and TX (CRD 5894660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth Management manage?
Millennial Wealth Management reports $36.0M across 165 accounts in assets under management.
How do I contact Grayson Hofferber?
Through Grayson's website, www.millennialwealthmanagement.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
- Millennial Wealth Management 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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