Joseph Hoffart is a registered investment advisor at Wealth Planning Advisors LLC, based in Stoughton, WI. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 38 clients with $10M 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 | 1.50% |
| $250K - $750K | 1.00% |
| $750K+ | 0.50% |
Fees are negotiable. Clients that had a prior relationship with the adviser at a previous registered investment adviser firm and have become clients of WPA, may be charged a legacy fee that will be equivalent to their previous monthly fee.
Fee Estimator
Location
Stoughton, WI
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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
Wealth Planning Advisors LLC
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.