# Miranda Hoffman

> Miranda Hoffman is a fee-only financial advisor at Copper Harbor Investment Advisors in Appleton, Wisconsin, who holds the CFP credential. Miranda focuses on retirement planning. Copper Harbor Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Copper Harbor Investment Advisors
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $805M across 250 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7113693 (https://adviserinfo.sec.gov/individual/summary/7113693)
- **SEC registration:** Investment adviser representative in IL, OR, WI
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.copperharbor.us

## Frequently asked questions

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

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

### How does Miranda charge for financial advice?

Miranda's firm, Copper Harbor Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Miranda Hoffman based?

Miranda Hoffman is based in Appleton, Wisconsin.

### What does Miranda specialize in?

Miranda's specialties include retirement planning.

### What credentials does Miranda Hoffman hold?

Miranda Hoffman holds the CFP credential.

### Is Miranda Hoffman registered with the SEC?

Yes. Miranda Hoffman is registered as an investment adviser representative in IL, OR and WI (CRD 7113693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Copper Harbor Investment Advisors manage?

Copper Harbor Investment Advisors reports $805M across 250 accounts in assets under management.

### How do I contact Miranda Hoffman?

Through Miranda's website, www.copperharbor.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7113693): 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://www.copperharbor.us/): 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.