Mark Hoffman
Milborn Advisors · Milwaukee, Wisconsin
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.
Request an introduction to Mark →
Specialties
Who they serve
- Retirees
Facts
| Firm | Milborn Advisors |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $107.7M across 659 accounts |
| SEC registration | Investment adviser representative in IL, MN, WI · CRD 5393095 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.milbornadvisors.com |
| Profile |
How Mark's firm compares
- Milborn Advisors's average account is about $163,000, from its Form ADV (assets managed divided by 659 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
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.
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
- Milborn Advisors 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.
See something wrong? Request a correction. Read our methodology.