Jean Hoff
Aegis Wealth · Bethesda, Maryland
Jean Hoff is a fee-only financial advisor at Aegis Wealth in Bethesda, Maryland. Aegis Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aegis Wealth |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.1M across 516 accounts |
| SEC registration | Investment adviser representative in MD · CRD 5369462 |
| Exams passed | Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aegiswealth.com |
| Profile |
How Jean's firm compares
- Aegis Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 516 accounts).
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Questions about Jean
Is Jean Hoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Aegis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean charge for financial advice?
Jean's firm, Aegis Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jean Hoff based?
Jean Hoff is based in Bethesda, Maryland.
Is Jean Hoff registered with the SEC?
Yes. Jean Hoff is registered as an investment adviser representative in MD (CRD 5369462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aegis Wealth manage?
Aegis Wealth reports $744.1M across 516 accounts in assets under management.
How do I contact Jean Hoff?
Through Jean's website, www.aegiswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- 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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