# James Dehoff

> James Dehoff is a fee-only financial advisor at DeHoff Wealth Advisory in Jacksonville, Florida. James focuses on retirement planning. DeHoff Wealth Advisory reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** DeHoff Wealth Advisory
- **Based in:** Jacksonville, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.5M across 15 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 6699249 (https://adviserinfo.sec.gov/individual/summary/6699249)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2016), Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.dehoffwealth.com/

## Frequently asked questions

### Is James Dehoff a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, DeHoff Wealth Advisory, reports charging a percentage of assets on its SEC Form ADV.

### Where is James Dehoff based?

James Dehoff is based in Jacksonville, Florida.

### What does James specialize in?

James's specialties include retirement planning. James works with pre-retirees.

### Is James Dehoff registered with the SEC?

Yes. James Dehoff is registered as an investment adviser representative in FL (CRD 6699249), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does DeHoff Wealth Advisory manage?

DeHoff Wealth Advisory reports $1.5M across 15 accounts in assets under management.

### How do I contact James Dehoff?

Through James's website, www.dehoffwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6699249): 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 (https://www.dehoffwealth.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.