Janet Hoffmann
Sand Hill Global Advisors · San Francisco, California
Janet Hoffmann is a fee-only financial advisor at Sand Hill Global Advisors in San Francisco, California, who holds the CFP and CFA credentials. Janet focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4096884 |
| Exams passed | Series 63 (2000) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
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Questions about Janet
Is Janet Hoffmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Janet charge for financial advice?
Janet's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Janet Hoffmann based?
Janet Hoffmann is based in San Francisco, California.
What does Janet specialize in?
Janet's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Janet works with founders, executives and multi-generational families.
What credentials does Janet Hoffmann hold?
Janet Hoffmann holds the CFP and CFA credentials.
Is Janet Hoffmann registered with the SEC?
Yes. Janet Hoffmann is registered as an investment adviser representative in CA (CRD 4096884), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Janet Hoffmann?
Through Janet's website, www.sandhillglobaladvisors.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
- Sand Hill Global Advisors 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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