Courtney Hoffman is a CFP-designated registered investment advisor at Everpar Advisors LLC, based in Tulsa, OK, with 8 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverPar Advisors offers investment management services where fees range up to 1.99% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the average daily balance in the account. Fees may be negotiable.
Location
2431 E. 61st Street, Suite 825, Tulsa, OK, 74136
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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 ActivitiesSells Insurance
Courtney is the Chief Financial Officer of Cinco Holdings, LLC since 2016 and Dyman, LLC since 2011, dedicating minimal time to each. Courtney is also a licensed insurance agent involved in insurance sales and implementations.
Employment History
Current Registrations
Everpar Advisors LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 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.