Merrill
46yrs
Top advisor by experience in Gilbert
6yrs
Andreas Hoefer
Financial advisor at West Coast Capital Management
Based in Gilbert, Arizona, Andreas Hoefer is a fiduciary financial advisor with 6 years of industry experience. Andreas has been with West Coast Capital Management since 2021. West Coast Capital Management offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1176 E Warner Rd Suite 218, Gilbert, AZ 85296
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$250,254
Advisors at the firm3
States licensed ?1 state
Services through West Coast Capital Management
Financial planningInvestment management for individuals and small businessesEducational 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 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowWest Coast Capital Management, LLCCurrent firm
Contact Andreas
(480) 460-3790West Coast Capital Management main office 1176 E Warner Rd Suite 218Gilbert, AZ 85296Office · Get directions Firm websiteHTTP://WWW.WESTCOASTCAPITALMANAGEMENT.COM
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Questions to ask Andreas
Tailored to Andreas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Andreas
How do I contact Andreas?
Call West Coast Capital Management at (480) 460-3790 and ask for Andreas Hoefer. Andreas works from the Gilbert, AZ office.
How long has Andreas been a financial advisor?
Andreas has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Andreas hold?
Series 65. Tap any license on this page to see what it allows.
Is Andreas a fiduciary?
Andreas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andreas paid?
West Coast Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andreas 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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