# Wade Hoffman

> Wade Hoffman is a fee-only financial advisor at Avantra Family Wealth in Mechanicsburg, Pennsylvania. Wade focuses on family wealth transfer. Avantra Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Avantra Family Wealth
- **Based in:** Mechanicsburg, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $221.6M across 1,041 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2825341 (https://adviserinfo.sec.gov/individual/summary/2825341)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2000), Series 65 (2004)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.avantrafamilywealth.com

## Frequently asked questions

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

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

### How does Wade charge for financial advice?

Wade's firm, Avantra Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Wade Hoffman based?

Wade Hoffman is based in Mechanicsburg, Pennsylvania.

### What does Wade specialize in?

Wade's specialties include family wealth transfer. Wade works with multi-generational families.

### Is Wade Hoffman registered with the SEC?

Yes. Wade Hoffman is registered as an investment adviser representative in PA (CRD 2825341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Avantra Family Wealth manage?

Avantra Family Wealth reports $221.6M across 1,041 accounts in assets under management.

### How do I contact Wade Hoffman?

Through Wade's website, www.avantrafamilywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2825341): 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.avantrafamilywealth.com/): 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.