James Hofman
Hofman Wealth Management · Chesterfield, Missouri
James Hofman is a fee-only financial advisor at Hofman Wealth Management in Chesterfield, Missouri, who holds the CFP credential. James focuses on retirement planning, estate & legacy planning and family wealth transfer. Hofman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Hofman Wealth Management |
|---|---|
| Based in | Chesterfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $464.1M across 889 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 6229151 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.hofmanwealth.com |
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Questions about James
Is James Hofman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Hofman Wealth Management 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, Hofman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Hofman based?
James Hofman is based in Chesterfield, Missouri.
What does James specialize in?
James's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). James works with retirees, pre-retirees, founders and multi-generational families.
What credentials does James Hofman hold?
James Hofman holds the CFP credential.
Is James Hofman registered with the SEC?
Yes. James Hofman is registered as an investment adviser representative in MO (CRD 6229151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hofman Wealth Management manage?
Hofman Wealth Management reports $464.1M across 889 accounts in assets under management.
How do I contact James Hofman?
Through James's website, www.hofmanwealth.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
- Hofman 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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