Joseph Benjamin Hogan
Investment adviser representative at Wealthfd
2 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$87.8MFirm 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
- Pension consulting
Experience
2 years in the industry.
- Wealthfd LLCOct 2018 to now
- Mariaca Wealth Management, LLCJul 2018 to Oct 2018
- Rtd Financial Advisors, Inc.May 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Wealthfd
Legal name: Wealthfd LLC
$87.8MAssets managed
450Clients
5Advisers
5 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
- 6968346
- Firm CRD
- 299248