Jerry Hoffmann
Hoffmann Hermanson · Denver, Colorado
Jerry Hoffmann is a fee-only financial advisor at Hoffmann Hermanson in Denver, Colorado. Hoffmann Hermanson reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Hoffmann Hermanson |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $198.1M across 515 accounts |
| SEC registration | Investment adviser representative in CO, NE, TX · CRD 4294273 |
| Exams passed | Series 63 (2002) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.hoffmannhermanson.com |
| Profile |
How Jerry's firm compares
- Hoffmann Hermanson's average account is about $385,000, from its Form ADV (assets managed divided by 515 accounts).
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Questions about Jerry
Is Jerry Hoffmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Hoffmann Hermanson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Hoffmann Hermanson, reports charging a percentage of assets on its SEC Form ADV.
Where is Jerry Hoffmann based?
Jerry Hoffmann is based in Denver, Colorado.
Is Jerry Hoffmann registered with the SEC?
Yes. Jerry Hoffmann is registered as an investment adviser representative in CO, NE and TX (CRD 4294273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hoffmann Hermanson manage?
Hoffmann Hermanson reports $198.1M across 515 accounts in assets under management.
How do I contact Jerry Hoffmann?
Through Jerry's website, www.hoffmannhermanson.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
- 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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