Joel Hofwegen is a CFP-designated registered investment advisor at Farther, based in Belmont, CA, with 24 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
1025 Alameda de las Pulgas, Suite 102, Belmont, CA, 94002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Joel is a limited partner in several investment-related entities including Valliente Orchard LLC, Green Coffee Company, Burnett River Citrus Orchards-Australia Citrus Group, and Ofek P10, LLCO. Joel also owns rental properties at 417 Fremont Ave NW and 707 6th St NW in Grand Rapids, MI; these activities require minimal time commitment.
Employment History
Current Registrations
Farther
Previous Registrations
Certus Wealth Management LLC
Ma Private Wealth, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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