James Hofman is a CFP-designated registered investment advisor at Hofman Wealth Management, based in Chesterfield, MO, with 13 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.5%. Fees may be negotiated at the firm's sole discretion.
Fee Estimator
Location
14767 North Outer 40 Rd, Fl 2, Chesterfield, MO, 63017
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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
James owns multiple rental properties and Totus Tuus, LLC. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Hofman Wealth Management
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations26 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.
Exams
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