Firm
Hoffman Wealth Advisors
Dallas, Texas
Fee-only
Hoffman Wealth Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 2 individual clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | hoffmanwealthadvisors.com |
| Phone | (214) 997-3130 |
Hoffman Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.85% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
".85% on your first 250k" source
"charging straightforward percentages based on assets under management (AUM)" source
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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $0 million |
| Individual clients | 2 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 335646 |