UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
27yrs
John Hoffman is a fiduciary financial advisor in Dallas, Texas, with 27 years in the industry. John joined Balefire in 2024, after six years at Principal Securities. Balefire offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 21% by experience in Texas
Office14221 Dallas Parkway Suite 100, Dallas, TX 75254
FirmBalefire
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$597,527
Advisors at the firm36
States licensed ?2 states
Services through Balefire
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2024 – nowBalefire, LLCCurrent firm
- 2020 – 2023Balefire, LLCPreviously
- 2014 – 2019Principal Securities, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 John
How do I contact John?
Call Balefire at (972) 361-1001 and ask for John Hoffman. John works from the Dallas, TX office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 27 years. Top 21% by experience in Texas.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Balefire reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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
Shade Tree Partners
47yrs
Top 1% by experience in Dallas
Texas Capital Bank Private Wealth Advisors
47yrs
Top advisor by experience at Texas Capital Bank Private Wealth Advisors
Momentum Independent Network
47yrs
Top 1% by experience in Dallas
Morgan Stanley
47yrs
Top 1% by experience in Dallas
Raymond James & Associates
47yrs
Top 1% by experience in Dallas