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Advisors / Pennsylvania / Royersford
9yrs

James Hoff

Financial advisor at Commonwealth Financial Network

James Hoff is a fiduciary financial advisor in Royersford, Pennsylvania, with 9 years in the industry. James joined Commonwealth Financial Network in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 20 advisors with offices in Royersford, and one of 16 fiduciaries.

Royersford, PA 19468Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office501 Main Street, Royersford, PA 19468
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2020 – now

Questions to ask James

Tailored to James’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call Commonwealth Financial Network at (781) 736-0700 and ask for James Hoff. James works from the Royersford, PA office.

How long has James been a financial advisor?

James has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does James hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James 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 James 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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