James Dehoff
DeHoff Wealth Advisory · Jacksonville, Florida
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | DeHoff Wealth Advisory |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.5M across 15 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6699249 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dehoffwealth.com |
| Profile |
How James's firm compares
- DeHoff Wealth Advisory's average account is about $102,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about James
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.
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
- DeHoff Wealth Advisory 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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