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Brian Hoffman

LPL Financial LLC
20 Years of Experience
Bedminster, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Hoffman is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

1545 Us-206, Suite 300, Bedminster, NJ, 07921

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History

Regulatory History (1)
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
November 2012
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is affiliated with multiple entities including Gladstone Wealth Group and Gladstone Institutional Advisory, LLC, providing investment advisory services. He also engages in tax preparation, real estate rental, and writing, dedicating varying amounts of time to each activity, ranging from minimal time to full-time.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr 3 mos
Gladstone Wealth Partners
November 2016 - Present · 9 yrs 11 mos
LPL Financial LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
PNC InvestmentsBroker
February 2013 - November 2016 · 3 yrs 9 mos
PNC Investments
February 2013 - November 2016 · 3 yrs 9 mos
Santander Securities
September 2012 - February 2013 · 5 mos
Santander Securities LLCBroker
September 2012 - February 2013 · 5 mos
LPL Financial LLCBroker
June 2009 - September 2012 · 3 yrs 3 mos
LPL Financial LLC
June 2009 - September 2012 · 3 yrs 3 mos
PNC Investments
May 2008 - June 2009 · 1 yr 1 mo
PNC InvestmentsBroker
March 2008 - June 2009 · 1 yr 3 mos
Chase Investment Services CORP.
April 2003 - November 2004 · 1 yr 7 mos
Chase Investment Services CORP.Broker
April 2003 - November 2004 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - April 2003 · 1 yr
State Registrations23 states
AZCACTDEFLGAMAMDMEMIMNNCNENHNJNYPARISCTNTXVAWI
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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