AH
CFP
AH
CFP

Aaron Gregory Hoff

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
467 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Charged separately
Minimum Annual Fee:$280
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Location

994 Village Square Dr, Building 2, Suite C & D, Tomball, TX, 77375

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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

Aaron's outside business activity is Core Integrated Wealth Management, operating under a DBA.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
January 2023 - Present · 3 yrs 1 mo
J.W. Cole Financial, INC.Broker
April 2018 - Present · 7 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.