# Mark Hoffman

> Mark Hoffman is a fee-only financial advisor at Milborn Advisors in Milwaukee, Wisconsin. Mark focuses on retirement planning and small business owners. Milborn Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Milborn Advisors
- **Based in:** Milwaukee, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $107.7M across 659 accounts
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees
- **CRD:** 5393095 (https://adviserinfo.sec.gov/individual/summary/5393095)
- **SEC registration:** Investment adviser representative in IL, MN, WI
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.milbornadvisors.com

## Frequently asked questions

### Is Mark Hoffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Milborn Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Milborn Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Hoffman based?

Mark Hoffman is based in Milwaukee, Wisconsin.

### What does Mark specialize in?

Mark's specialties include retirement planning and small business owners. Mark works with retirees.

### Is Mark Hoffman registered with the SEC?

Yes. Mark Hoffman is registered as an investment adviser representative in IL, MN and WI (CRD 5393095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Milborn Advisors manage?

Milborn Advisors reports $107.7M across 659 accounts in assets under management.

### How do I contact Mark Hoffman?

Through Mark's website, www.milbornadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5393095): 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://milbornadvisors.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.