Theodore Hellman
Hofman Wealth Management · Chesterfield, Missouri
Theodore Hellman is a fee-only financial advisor at Hofman Wealth Management in Chesterfield, Missouri. Theodore focuses on retirement planning, estate & legacy planning and family wealth transfer. Hofman Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Hofman Wealth Management |
|---|---|
| Based in | Chesterfield, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $464.1M across 889 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7056861 |
| Exams passed | Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.hofmanwealth.com |
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Questions about Theodore
Is Theodore Hellman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Hofman Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, Hofman Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Theodore Hellman based?
Theodore Hellman is based in Chesterfield, Missouri.
What does Theodore specialize in?
Theodore's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). Theodore works with retirees, pre-retirees, founders and multi-generational families.
Is Theodore Hellman registered with the SEC?
Yes. Theodore Hellman is registered as an investment adviser representative in MO (CRD 7056861), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hofman Wealth Management manage?
Hofman Wealth Management reports $464.1M across 889 accounts in assets under management.
How do I contact Theodore Hellman?
Through Theodore's website, www.hofmanwealth.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
- Hofman Wealth Management 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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