Schaeffer Financial
47yrs
Top advisor by experience in Rockville
31yrs
Michael Hoffman
Full name on record: Michael Patrick Hoffman
Financial advisor at Truist Advisory Services
Michael Hoffman is a fiduciary financial advisor in Rockville, Maryland, with 31 years in the industry. Michael joined Truist Advisory Services in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Michael holds the CFP® designation.
One of 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 11% by experience at Truist Advisory Services
Office1445 Research Blvd Rd Floor 4, Rockville, MD 20850
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Truist Advisory Services at 800-874-4770 and ask for Michael Hoffman. Michael works from the Rockville, MD office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1995, about 31 years. Top 11% by experience at Truist Advisory Services.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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