TrueAdvisor
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JH
CFP
JH
CFP

Joel Hofwegen

Farther
24 Years of Experience
Belmont, CA
View SEC Summary
View SEC Summary

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 Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.

Farther
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
332 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1025 Alameda de las Pulgas, Suite 102, Belmont, CA, 94002

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History

Regulatory History
Clean regulatory record

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.

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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
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Certus Wealth Management LLC
September 2022 - January 2026 · 3 yrs 4 mos
Ma Private Wealth, LLC
January 2018 - August 2022 · 4 yrs 7 mos
Ameriprise Financial Services, INC.
December 2001 - January 2018 · 16 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2001 - January 2018 · 16 yrs 3 mos
Ids Life Insurance CompanyBroker
October 2001 - July 2006 · 4 yrs 9 mos
State Registrations2 states
CATX
Advisor

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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