Wade Hoffman
Avantra Family Wealth · Mechanicsburg, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Avantra Family Wealth |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $221.6M across 1,041 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2825341 |
| Exams passed | Series 63 (2000) · Series 65 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.avantrafamilywealth.com |
| Profile |
How Wade's firm compares
- Avantra Family Wealth's average account is about $213,000, from its Form ADV (assets managed divided by 1,041 accounts).
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Questions about Wade
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.
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
- Avantra Family 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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