David Hoffmann
David Hoffmann is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Atlanta, GA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved with several organizations, including the River City Brass Band, Rotary Club of Pittsburgh, and Leadership Washington County. He is also the CEO of JustAbout Wealth Management LLC and discusses/sells insurance to clients, dedicating minimal time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
H Financial Management
Triad Advisors LLCBroker
D.B. Root & Company, LLC
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
D.B. Root & Company, INC.
Commonwealth Financial NetworkBroker
Waddell & Reed, INC.Broker
State Registrations19 states
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.