Andrew Raymond Hoffarth
Investment adviser representative at Financial Alternatives, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$614.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Financial Alternatives, Inc.Jul 2021 to now
- Securities America Advisors, Inc.Jan 2013 to Dec 2016
- Securities America, IncFeb 2012 to Dec 2016
- Essential Planning Services, LLCJun 2010 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Financial Alternatives, Inc.
$614.8MAssets managed
271Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5816151
- Firm CRD
- 108245