Hoffman Wealth Advisors is a registered investment advisor founded in 2025 and based in Dallas, Texas. The firm provides personalized investment management combined with comprehensive financial planning as a unified service. Hoffman Wealth Advisors specializes in working with individuals, families, and small business owners seeking objective investment advice and holistic financial planning. The firm builds diversified portfolios primarily using low-cost index funds and exchange-traded funds, focusing on asset allocation, tax-efficient investing, and long-term passive strategies. Financial planning covers retirement planning, estate planning, tax planning, insurance analysis, education funding, cash flow and budget management, and debt management guidance. All services are provided on a fee-only basis without commissions or third-party compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable at the discretion of the firm. Financial planning is included in the asset-based fee.