Sarah Hofman is a registered investment advisor at Veridian Capital Partners, based in Frederick, MD, with 9 years of industry experience. Sarah 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, Financial Planning & Coaching, and 4 more. Their firm serves 762 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
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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 Activities
Sarah works as a paraplanner for Brian L. Runkles, Inc. and as an IAR for Veridian Capital Partners, both in investments and financial planning. These activities each take nearly full-time hours.
Employment History
Current Registrations
Veridian Capital Partners
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.