William C. Hoeffer, Jr., Inc. offers financial planning and consulting services to individuals and other clients. The firm focuses on understanding client goals, risk tolerance, and time horizons. Services include budgeting, investment planning, asset allocation, retirement planning, and educational planning. The firm's president develops a comprehensive financial plan based on client data. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
- Comprehensive Financial Planning & Consulting: Fees are charged on an hourly basis ($75-$300/hour) or a flat fee basis (not exceeding $100,000).
One-Time Plan:Up to $100,000
Hourly Rate:$75 - $300/hr
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