Hoodoo
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hoodoo Financial serves primarily under‑banked individuals, novice investors, and small businesses, providing financial education, comprehensive planning, retirement and portfolio management, and related services. The firm also offers tax planning, tax preparation and filing services and publishes periodic newsletters and educational materials as part of its client offerings.
Hoodoo delivers advice through a virtual Educator/Advisor platform and mobile tools, combining interactive e‑learning (including curriculum licensed from the National Financial Educators Council), videos, and live virtual meetings and screen sharing. Its investment process emphasizes written investment policy statements, dollar‑cost averaging and Modern Portfolio Theory, and it provides both discretionary and non‑discretionary/advisory arrangements so clients can retain execution control when they prefer.
The firm’s focus on bringing MPT‑based portfolio construction and financial education to small accounts (the brochure notes a client account minimum of $500 and assets under management of $219,295.59) is atypical among peers. Hoodoo’s combination of in‑house tax services and possible insurance commissions, a published newsletter and YouTube channel, and a deliberate emphasis on live seminars and online courses are features that are statistically uncommon for independent advisers.
Client services
Expertise
Demographic focus
Fee options
Project-based fees generally range from $1,500 to $3,000; comprehensive plans typically $1,500 to $3,000.
0.85% annually
Commissions may be paid from insurance products purchased by clients.
Up to $400 per hour depending on complexity and staff member.
Account minimum: $500
Main office
201 13th Street, #28104
Oakland CA 94604
Advisors at this office
1
Most active in
California
Also doing business as
Hoodoo · Hoodoo Financial · Hoodoo Financial, 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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