RBC Capital Markets
47yrs
Top 1% by experience in Omaha
1yr
Eric Hoff is a fiduciary financial advisor in Omaha, Nebraska, with 1 year in the industry. Eric joined Orion Portfolio Solutions in 2025, a firm offering investment management, private fund management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office17605 Wright St, Omaha, NE 68130
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$209,904
Advisors at the firm199
States licensed ?1 state
Services through Orion Portfolio Solutions
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowOrion Portfolio Solutions, LLCCurrent firm
Contact Eric
(859) 426-2000Orion Portfolio Solutions main office 17605 Wright StOmaha, NE 68130Office · Get directions Instagram pageOrion Portfolio Solutions
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Orion Portfolio Solutions at (859) 426-2000 and ask for Eric Hoff. Eric works from the Omaha, NE office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Eric hold?
Series 65. 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?
Orion Portfolio Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. 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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