William Blair & Company
47yrs
Top advisor by experience in Illinois
16yrs
Eric Hoffman is a fiduciary financial advisor in Chicago, Illinois, with 16 years in the industry. After five years at Morgan Stanley and less than a year at Waddell & Reed, Eric joined IHT Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 57% of advisors in Chicago
Office123 N. Wacker Dr. Suite 2300, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$282,075
Advisors at the firm151
States licensed ?1 state
Services through IHT Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowIHT Wealth Management LLCCurrent firm
- 2018 – 2023Morgan StanleyPreviously
- Jan 2011 – Mar 2011Waddell & ReedPreviously
Contact Eric
Local office(312) 754-1328Ask for Eric. (855) 295-2828Main office 123 N. Wacker Dr. Suite 2300Chicago, IL 60606Office · Get directions X (Twitter) pageIHT Wealth Management
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (312) 754-1328 or the IHT Wealth Management main office at (855) 295-2828, and ask for Eric Hoffman.
How long has Eric been a financial advisor?
Eric has been in the industry since 2011, about 16 years. More experience than 57% of advisors in Chicago.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
IHT Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric 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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