EH
CFP
EH
CFP

Eric Hoogstra

31 Years of Experience
Broker

Eric Hoogstra is a CFP-designated registered investment advisor at G. A. Repple & Company, based in Casselberry, FL, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

101 Normandy Road, Suite 101, Casselberry, FL, 32707

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is involved in a variety of outside business activities, including serving on multiple boards (charitable and professional), owning and managing real estate holdings, and teaching at several universities, taking nearly full-time with Grand Valley State University. None of these activities appear to be insurance-related.

Employment History
Current Registrations
G. A. Repple & Company
April 2022 - Present · 4 yrs
G. A. Repple & CompanyBroker
January 2004 - Present · 22 yrs 3 mos
Previous Registrations
G. A. Repple & Company
January 2004 - December 2010 · 6 yrs 11 mos
Primevest Financial Services, INC.Broker
December 1996 - January 2004 · 7 yrs 1 mo
Mutual Service CorporationBroker
May 1994 - August 1996 · 2 yrs 3 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.