Stephen Hofmann
Ridgeline Private Wealth · Rockford, Illinois
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Ridgeline Private Wealth |
|---|---|
| Based in | Rockford, Illinois |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.8M across 627 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, FL, GA, IL, WI · CRD 6994818 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ridgelineprivatewealth.com |
How Stephen's firm compares
- Ridgeline Private Wealth's average account is about $276,000, from its Form ADV (assets managed divided by 627 accounts).
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Questions about Stephen
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.
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
- Ridgeline Private Wealth 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.
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