LPL Financial
46yrs
Top advisor by experience in Timonium
37yrs
Based in Timonium, Maryland, John Hoffman is a fiduciary financial advisor with 37 years of industry experience. John has been with Osaic Wealth since 2018; before that, John spent 19 years at Signator Investors. John holds the ChFC designation.
One of 124 advisors with offices in Timonium, and one of 110 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience in Maryland
Office1965 Greenspring Drive Suite 202, Timonium, MD 21093
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- 2018 – nowOsaic Wealth, Inc.Current firm
- 1999 – 2018Signator Investors, Inc.Previously
Contact John
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for John. 1965 Greenspring Drive Suite 202Timonium, MD 21093Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Hoffman. John works from the Timonium, MD office.
How long has John been a financial advisor?
John has been in the industry since 1989, about 37 years. Top 6% by experience in Maryland.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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
Aegis Capital
44yrs
Top 1% by experience in Maryland
LPL Financial
43yrs
Top 1% by experience in Maryland
LPL Financial
43yrs
Top 2% by experience in Maryland
Eagle Strategies
42yrs
Mark Medairy
Financial advisor
Timonium II Building 1954 Greenspring Drive Suite 700
Timonium, MD 21093
Timonium, MD 21093
Top 2% by experience in Maryland
LPL Financial
41yrs
Top 3% by experience in Maryland