Hoey Investments

Hoey Investments at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 5 employees and 589 individual clients, 185 of them high net worth.
• Its average account is about $507,000 (assets it manages divided by its 1,554 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Hoey Investments fees

Hoey Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Francis Hoey

  CFP