Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
386,244 clients
Average Client Portfolio
$93K average
Assets Under Management
$35.9B

Fee Structure

Minimum Investment:$500
Financial Planning:Included in AUM fee
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Location

Boston, MA

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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

Gretchen works as a part-time sales associate at Anthropologie, a retail store, on Sundays. This takes about 10-20% of her time.

Employment History
Current Registrations
Wealthfront Advisers LLC
April 2025 - Present · 10 mos
Wealthfront Brokerage LLCBroker
January 2025 - Present · 1 yr 1 mo
Wealthfront Brokerage LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Gretchen Hofmann - Financial Advisor | TrueAdvisor