Morgan Stanley
45yrs
Top advisor by experience in San Rafael
28yrs
Michael Hoff
Financial advisor at Strategic Advisers
Based in San Rafael, California, Michael Hoff is a fiduciary financial advisor with 28 years of industry experience. Michael has been with Strategic Advisers since 2025; before that, Michael spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 427 advisors with offices in San Rafael, and one of 363 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 5% by experience at Strategic Advisers
OfficeSan Rafael, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2003 – 2018Strategic Advisers LLCPreviously
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 Strategic Advisers at (617) 563-7000 and ask for Michael Hoff. Michael works from the San Rafael, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 28 years. Top 5% by experience at Strategic Advisers.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in San Rafael
Morgan Stanley
44yrs
Top 1% by experience in San Rafael
McClurg Capital
44yrs
Top advisor by experience at McClurg Capital
Independent Financial Group
44yrs
Top 1% by experience in San Rafael
Marin Wealth Advisors
43yrs
Top 1% by experience in San Rafael