Edward Jones
40yrs
Top advisor by experience in Issaquah
17yrs
John Hoffman is a fiduciary financial advisor in Issaquah, Washington, with 17 years in the industry. After five years at Fidelity Personal and Workplace Advisors and two years at Charles Schwab & CO., John joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 99 advisors with offices in Issaquah, and one of 96 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 21% by experience at Strategic Advisers
OfficeIssaquah, WA
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 ?1 state
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
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2017 – 2019Charles Schwab & CO., Inc.Previously
- 2011 – 2017Strategic Advisers LLCPreviously
Questions to ask John
Tailored to John’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Strategic Advisers at (617) 563-7000 and ask for John Hoffman. John works from the Issaquah, WA office.
How long has John been a financial advisor?
John has been in the industry since 2009, about 17 years. Top 21% by experience at Strategic Advisers.
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?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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
Prism Financial Planning
39yrs
Top 2% by experience in Issaquah
Wedbush Securities
38yrs
Top 3% by experience in Issaquah
Edward Jones
37yrs
Top 1% by experience at Edward Jones
Edward Jones
37yrs
Top 1% by experience at Edward Jones
Wright Wealth Management
36yrs
Top 6% by experience in Issaquah