Hofer & Associates Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hofer & Associates Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets across about 300 relationships. Like many supported firms, it charges asset-based advisory fees and offers model portfolios and ongoing portfolio management for individual clients.
The firm generally manages accounts on a discretionary basis and employs a range of methods — including fundamental and technical analysis, modern portfolio theory, and both long- and short-term trading strategies — with firm-developed model portfolios used for varying risk tolerances. The brochure also discloses that the firm may advise on mutual funds, ETFs and, in certain cases, digital assets, and highlights that tax efficiency and custody limitations (notably for some digital assets) are important considerations that clients should address with their advisors.
Hofer & Associates discloses that certain supervised persons are licensed insurance agents who receive separate, commission-based compensation for selling insurance products, a practice the firm identifies as a potential conflict of interest. It is also noteworthy that a small advisory team oversees over $200 million in assets and that the firm requires and benefits from a custodial relationship with Charles Schwab, arrangements the brochure indicates can create operational or economic conflicts that clients should understand.
Client services
Expertise
Fee options
Fixed fee for financial planning services ranging from $1,000 to $5,000, negotiable.
$0 - $250,000: 1.15% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $6,000,000: 0.70% $6,000,000+: 0.60%
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
$60 to $350 per hour for financial planning and consulting services, negotiable.
Main office
90 E Thousand Oaks Blvd., Suite 310
Thousand Oaks CA 91360
Advisors at this office
3
Most active in
Arizona · California · Colorado · Idaho · Nebraska · Texas · Washington
Also doing business as
Hofer & Associates Wealth Management · Hofer & Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jeremy H
CFP®, ChFC®, Series 66
Thousand Oaks, CA
Hofer & Associates Wealth Management
Jeremy Hofer is a CFP® and ChFC® with 21 years of industry experience. He has been with Hofer & Associates Wealth Management since 2016, where he serves as one of two advisors. Hofer is also a licensed insurance agent, dedicating a small portion of his time to insurance-related activities. Hofer & Associates Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets using a range of methods, including fundamental and technical analysis, modern portfolio theory, and model portfolios tailored to varying risk tolerances.
Ryan C
Series 65
Thousand Oaks, CA
Hofer & Associates Wealth Management
Ryan Clem is a financial advisor with Hofer & Associates Wealth Management in Thousand Oaks, CA. He holds a Series 65 designation and has been with the firm since 2018. Prior to his current role, his work experience includes positions outside the financial industry in fitness and hospitality. Hofer & Associates Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets and uses various investment strategies, including fundamental and technical analysis, modern portfolio theory, and firm-developed model portfolios tailored to different risk tolerances.
Marla V
Series 63, Series 66
Thousand Oaks, CA
Hofer & Associates Wealth Management
Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.
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