Todd Hoffman

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About Todd Hoffman

Todd M. Hoffman is the Founder and Managing Director of the Hoffman Private Wealth Group at Steward Partners. With over three decades of experience in financial services, Todd serves as a fiduciary wealth manager and discretionary portfolio manager for high-net-worth individuals, families, business owners, physicians, and executives nationwide.

Todd is the architect of the Comprehensive Financial Success System®, a trademarked, integrated planning framework designed to align comprehensive financial planning, disciplined asset management with downside risk controls, and retirement income strategies. His approach focuses on helping clients protect capital, generate sustainable income, and make informed financial decisions across market cycles.

Todd oversees portfolio strategy, investment policy design, and risk management, and works closely with clients' CPAs, attorneys, and other professionals to deliver a coordinated, family-office style experience.

See Disclosures

General Information

Firm Start Year

1926

CRD#

2232487

Firm CRD#

1254

Insurance License#

A120915

States Licensed in

AL,AK,AZ,AR,CA,CO,CN,DE,DC,FL,GA,HA,ID,IL,IN,OI,KA,LA,MA,MD,MA,MI,MN,MS,MO,NE,NV,NH,NJ,NM,NY,NC,CD,OH,OK,OR,PN,PR,RI,SC,SD,TN,TX,UT,VM,VI,WA,WV,WI,WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Todd graduated from Michigan State University, College of Business, in 1984. After graduation he joined Ford Motor Company as a dealer consultant and in 1987-1990. In 1990 he joined his family's Marketing Company. In 1992, Todd started his career as a Financial Advisor with Raymond James Financial, and in 1995 joined Salomon Smith Barney. In 2000, Todd received his designation as a CERTIFIED FINANCIAL PLANNER® practitioner. In 2002, Todd joined Morgan Stanley to expand his Discretionary Portfolio Management practice. In 2003, he earned the title of Wealth Advisor and in 2010 became a Senior Portfolio Management Director. In 2011, Todd received his Certified Portfolio Manager® certification from the Academy of Certified Portfolio Managers (ACPM®). In 2015, Todd earned the title of Executive Director at Morgan Stanley and was named one of the Top 400 Financial Advisors by the Financial Times. In 2016 and 2017 Todd was named one of Barron's Top 1,200 Financial Advisors. Todd left Morgan Stanley in 2017 to join the first Florida office of Steward Partners Global Advisory to expand his money management practice nationally and in both 2019 through 2025 has been named on the Best-in-State Wealth Advisor list for Forbes Magazine. In 2024, Todd was named on Advisors Hub, national Top 50 Advisors to thier watch list (under 1 Billion Assets). All recognition award information mentioned in the video can be found on Steward Partners' website at https://www.stewardpartners.com/important-disclosures.35.htm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 8, Series 31, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care

Firm Information

Advisor's Number of Managed Clients

Total Assets Under Management by Advisor

$850,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000.00

Compensation Methods

Commissions, Based on Assets

Education

Business Administration - Marketing, Finance, Economics

Michigan State University
05/14/1980 -09/05/1984

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who succesfully complete the organization's initial and ongoing certification requirements to use the certification marks. Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment Advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment advisor. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893366/paladinregistry-Hoffman-Private-Wealth-Group---Steward-Partners-detailed-disclosure.html

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Paladin Research Report For:

Hoffman Private Wealth Group - Steward Partners