Joseph Hoffart
Wealth Planning Advisors · Stoughton, Wisconsin
Joseph Hoffart is a fee-only financial advisor at Wealth Planning Advisors in Stoughton, Wisconsin. Wealth Planning Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Planning Advisors |
|---|---|
| Based in | Stoughton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $46.2M across 416 accounts |
| SEC registration | Investment adviser representative in MN, WI · CRD 8182795 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.preecefp.com |
How Joseph's firm compares
- Wealth Planning Advisors's average account is about $111,000, from its Form ADV (assets managed divided by 416 accounts).
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Questions about Joseph
Is Joseph Hoffart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wealth Planning Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wealth Planning Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Hoffart based?
Joseph Hoffart is based in Stoughton, Wisconsin.
Is Joseph Hoffart registered with the SEC?
Yes. Joseph Hoffart is registered as an investment adviser representative in MN and WI (CRD 8182795), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Planning Advisors manage?
Wealth Planning Advisors reports $46.2M across 416 accounts in assets under management.
How do I contact Joseph Hoffart?
Through Joseph's website, www.preecefp.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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