Joseph B. Hogan
WEALTHFD
Conshohocken, PA 19428
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CRD#: 6968346
Professional summary
Joseph Benjamin Hogan, CFP® is a registered financial advisor currently at WEALTHFD located in Conshohocken, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 2 firms .
Question & Answer
What are your service offerings?
Social Security Planning
Tax Planning
Debt Management
Small Business Planning
Long-term Care
Education Planning
Retirement Income Management
Retirement Planning
Life Transitions
Health Care
Elder Care
Comprehensive Financial Planni...
Insurance Planning
Business Succession Planning
Inheritance
Divorce Planning
Budgeting
Socially Responsible Investing
Investment Planning
Estate Planning
Employee and Employer Plan Ben...
How do you get paid?
Fee Only
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Partner; MortgageFD LLC; Investment Related: Yes; Location: 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Description of the business: Independent mortgage brokerage.; Responsibilities Duties: Management & Oversight; Start date with business: 2021-10-15; Mortgage Brokerage; 1; .30; 2) Accountant, TaxFD LLC; Not Investment Related; 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Affiliated accounting firm; Accounting and Tax Preparation; 15; 10 3) Dentist Exchange LLC, Not Investment Related; 555 E North Lane, Suite 6075 Conshohocken, PA, 19428; Consulting, M&A, Valuation, Succession Planning, Recruiting, Consultant; Owner; October 1, 2025; 20; 10;
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Benjamin Hogan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
February 13, 2019 - Present
WEALTHFD
Office #1: 555 E North Lane Suite 6075, Conshohocken, PA 19428RIA
CRD#: 299248
Conshohocken, PA
Past
July 13, 2018 - October 15, 2018
MARIACA WEALTH MANAGEMENT, LLC
RIA
CRD#: 164001
LAKE WORTH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WEALTHFD
BETTERMENT FOR DENTISTS | WEALTHFD LLC | WEALTHFD
CRD#: 299248 / SEC#: 801-121549
RIA
Registered Investment Advisory firm - (8/9/2021 Approved)Maryland
Registered Investment Advisory firm - (8/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/12/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(2/13/2019)
IAR
Pennsylvania(3/14/2022)
IAR
Texas(3/14/2022)
Exams
Current Firm
WEALTHFD
BETTERMENT FOR DENTISTS | WEALTHFD LLC | WEALTHFD
CRD#: 299248 / SEC#: 801-121549
RIA
Registered Investment Advisory firm - (8/9/2021 Approved)Maryland
Registered Investment Advisory firm - (8/16/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/12/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
555 E North Lane Suite 6075, Conshohocken, PA 19428
Mailing Address
Phone number
(215) 671-6660
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,562 |
| AUM (Assets Under Management) | $ 61,947,922 |
Red Flags
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