# Hoffman Financial Consultants

> Hoffman Financial Consultants is a state-registered investment advisory firm, registered since 1991, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 5, 2018.

- CRD: 121809
- Filed as: HOFFMAN FINANCIAL CONSULTANTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: June 5, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121809
- AdvisorCensus page: https://advisorcensus.com/firm/hoffman-financial-consultants-121809

## Quick answers

**How is Hoffman Financial Consultants compensated?**
On its Form ADV (Item 5.E, October 2026), Hoffman Financial Consultants reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Hoffman Financial Consultants registered with the SEC or a state?**
Hoffman Financial Consultants is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 121809.

**How much does Hoffman Financial Consultants manage?**
Hoffman Financial Consultants reports $950,000 in regulatory assets under management in its Form ADV filing dated June 5, 2018 (0% discretionary).

**Does Hoffman Financial Consultants report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121809

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $950,000
- Discretionary: $0
- Non-discretionary: $950,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1991 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hoffman Financial Consultants (CRD 121809): Form ADV filing data as of October 2026.