Independent Financial Group
31yrs
Top advisor by experience in Rice Lake
3yrs
William Hoff
Full name on record: William Robert Hoff
Financial advisor at Independent Financial Group
Based in Rice Lake, Wisconsin, William Hoff is a fiduciary financial advisor with 3 years of industry experience. William has been with Independent Financial Group since 2024. Independent Financial Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 23 advisors with offices in Rice Lake, and one of 19 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office610 W. Knapp Street, Rice Lake, WI 54868
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$474,424
Advisors at the firm480
States licensed ?1 state
Services through Independent Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- 2024 – nowIndependent Financial Group, LLCCurrent firm
Contact William
(858) 436-3180Firm headquarters in San Diego, CA. Ask for William. 610 W. Knapp StreetRice Lake, WI 54868Office · Get directions LinkedIn pageIndependent Financial Group
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Questions to ask William
Tailored to William’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?
- 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?
My notes and scorecard
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About William
How do I contact William?
Call Independent Financial Group at (858) 436-3180 and ask for William Hoff. William works from the Rice Lake, WI office.
How long has William been a financial advisor?
William has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Independent Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask William 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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