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CFP

Tobin Hoffmann

Ameritas Advisory Services, LLC
39 Years of Experience
New Braunfels, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Tobin Hoffmann is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in New Braunfels, TX, with 39 years of industry experience. Tobin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1424 N Walnut Ave, New Braunfels, TX, 78130

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021
Closed-No Action
Customer Dispute
February 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tobin is a licensed independent insurance agent selling fixed insurance products through Hoffman Financial Services, where he is also the President. He also is a partner in Ran Far Cattle Company and Eiband House Real Property, dedicating about 10-20% of his time and minimal time respectively.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
January 2010 - November 2021 · 11 yrs 10 mos
Carillon Investments, INC.Broker
November 1988 - June 2006 · 17 yrs 7 mos
Lamarco, INC.Broker
August 1987 - March 1989 · 1 yr 7 mos
State Registrations10 states
COFLHIMDMOMTNENMOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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