Cort Hoffman is a registered investment advisor at Hoffman Wealth Advisors, based in Dallas, TX. Cort operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2 clients with $13K 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 $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.60% |
All fees are negotiable at the discretion of the Firm and will be documented in the client’s advisory agreement.
Fee Estimator
Location
Dallas, TX
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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 →Employment History
Current Registrations
Hoffman Wealth Advisors
State Registrations1 state
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.