# Stephen Hofmann

> Stephen Hofmann is a fee-only financial advisor at Ridgeline Private Wealth in Rockford, Illinois, who holds the CFP credential. Stephen charges an ongoing planning fee and focuses on founders (pre-exit) and small business owners.

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

## Facts

- **Firm:** Ridgeline Private Wealth
- **Based in:** Rockford, Illinois
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $172.8M across 627 accounts
- **Credentials:** CFP
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 6994818 (https://adviserinfo.sec.gov/individual/summary/6994818)
- **SEC registration:** Investment adviser representative in AZ, CA, FL, GA, IL, WI
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.ridgelineprivatewealth.com/

## Frequently asked questions

### Is Stephen Hofmann a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen charges an ongoing planning fee.

### Does Stephen work with clients virtually?

Yes. Ridgeline Private Wealth says on its website that it works with clients remotely.

### Where is Stephen Hofmann based?

Stephen Hofmann is based in Rockford, Illinois.

### What does Stephen specialize in?

Stephen's specialties include founders (pre-exit) and small business owners. Stephen works with founders.

### What credentials does Stephen Hofmann hold?

Stephen Hofmann holds the CFP credential.

### Is Stephen Hofmann registered with the SEC?

Yes. Stephen Hofmann is registered as an investment adviser representative in AZ, CA, FL, GA, IL and WI (CRD 6994818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ridgeline Private Wealth manage?

Ridgeline Private Wealth reports $172.8M across 627 accounts in assets under management.

### How do I contact Stephen Hofmann?

Through Stephen's website, www.ridgelineprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6994818): 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.ridgelineprivatewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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