John Hofman
Hofman Wealth Management · Chesterfield, Missouri
John Hofman is a fee-only financial advisor at Hofman Wealth Management in Chesterfield, Missouri. John 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 |
| SEC registration | Investment adviser representative in MO · CRD 1753278 |
| Exams passed | Series 63 (1987) · Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.hofmanwealth.com |
| Profile |
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Questions about John
Is John Hofman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Hofman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Hofman based?
John Hofman is based in Chesterfield, Missouri.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). John works with retirees, pre-retirees, founders and multi-generational families.
Is John Hofman registered with the SEC?
Yes. John Hofman is registered as an investment adviser representative in MO (CRD 1753278), 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 John Hofman?
Through John'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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