Osaic Wealth
47yrs
Top advisor by experience in Worcester
11yrs
Patrick Hoey
Full name on record: Patrick John Hoey
Financial advisor at Commonwealth Financial Network
Patrick Hoey is a fiduciary financial advisor in Worcester, Massachusetts, with 11 years in the industry. Patrick joined Commonwealth Financial Network in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the ChFC designation.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office28 Park Avenue Suite One, Worcester, MA 01605
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Patrick Hoey. Patrick works from the Worcester, MA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick 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
Ameriprise Financial Services
46yrs
Top 1% by experience in Massachusetts
Capital Analysts
44yrs
Top advisor by experience at Capital Analysts
Merrill
44yrs
Top 1% by experience in Massachusetts
Capitol Securities Management
44yrs
Top 1% by experience in Massachusetts
Wells Fargo Advisors
44yrs
Top 1% by experience in Massachusetts