Joseph Hogan is a CFP-designated registered investment advisor at Wealthfd, based in Conshohocken, PA, with 7 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 10 more. Their firm serves 450 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Contact
Joseph Hogan
Location
555 E North Lane, Suite 6075, Conshohocken, PA, 19428
Get directionsHistory
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
Joseph works as a recruiter with New Planner Recruiting, LLC, dedicating nearly full-time hours to this role. He is also a partner at MortgageFD LLC and an accountant at TaxFD LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wealthfd
Previous Registrations
Mariaca Wealth Management, LLC
State Registrations3 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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