Hoffman Capital Advisors LLC fees and pricing

Financial planner in Cranberry Twp, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Hoffman Capital Advisors LLC charges $100⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$500/hr; “The negotiated hourly fee for these services is between $100 and $500.”

Payment and refund terms, quoted from the fee section of the brochure.

“Clients may terminate the agreement without penalty, for full refund of HCA’s fees, within five business days of signing the Financial Planning Agreement.”
“For hourly fees that are collected in advance, the fee refunded will be the balance of the fees collected in advance minus the hourly rate times the number of hours of work that has been completed up to and including the day of termination.”

Its hourly rate of $100-$500 spans the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 365
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $185,433,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 287766
Website: hoffman-capital.com (opens in new tab)
Phone: (724) 719-6767

Can advise clients in 4 states: Florida, North Carolina, Ohio, Pennsylvania

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.