# Joseph Hogan

> Joseph Hogan is a fee-only financial advisor at WealthFD in Conshohocken, Pennsylvania, who holds the CFP credential. Joseph focuses on student loans and tax planning. WealthFD reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-hogan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthFD
- **Based in:** Conshohocken, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $87.8M across 450 accounts
- **Credentials:** CFP
- **Specialties:** Student loans, Tax planning
- **Works with:** Physicians, Retirees, Pre-retirees
- **CRD:** 6968346 (https://adviserinfo.sec.gov/individual/summary/6968346)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.wealthfd.com/

## Frequently asked questions

### Is Joseph Hogan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and WealthFD 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, WealthFD, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Hogan based?

Joseph Hogan is based in Conshohocken, Pennsylvania.

### What does Joseph specialize in?

Joseph's specialties include student loans and tax planning. Joseph works with physicians, retirees and pre-retirees.

### What credentials does Joseph Hogan hold?

Joseph Hogan holds the CFP credential.

### Is Joseph Hogan registered with the SEC?

Yes. Joseph Hogan is registered as an investment adviser representative in NJ, PA and TX (CRD 6968346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthFD manage?

WealthFD reports $87.8M across 450 accounts in assets under management.

### How do I contact Joseph Hogan?

Through Joseph's website, www.wealthfd.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6968346): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealthfd.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.