General Info

Hoover Financial Advisors is a Registered Investment Advisor ( RIA ). As an RIA we are registered with the state of Indiana and the SEC so that we may offer investment advisory services to our clients. As an RIA we have a fiduciary duty to put our client's best interests first. This is a very important tenant for our practice. We do notrequire that clients consolidate their investment portfolios or place other business with our practice in order to receive financial planning help. Most of our clients begin a relationship with us through hourly or flat fee financial planning advice on a completely objective basis. We are happy to work with any professionals with whom you already have a relationship. We do find that clients often request our help with investments or other financial planning needs after the delivery of a plan. We are happy to provide that support upon request. Earning a client's trust and keeping it is our goal. We offer securities to clients through our registered broker dealer, Cambridge Investment Research, Inc ( CIR ). CIR is a member of FINRA ( Financial Industry Regulatory Authority ) and the SIPC ( Securities Investor Protection Corporation ). Cambridge Investment Research, Inc, Hoover Financial Advisors are not affiliated. We independently select our broker dealer and we are proud to work with CIR. They are based in Iowa and have built their business by catering to advisors who support fee based independent practices. Advisors use Form ADV to register as an investment advisor with the SEC. We are required by law to provide Part II to our new clients and to make it available to all of our clients annually. Form ADV has two parts. Part 1 contains information about an advisor's education, business and disciplinary history for the last ten years. Part 1 is filed electronically with the SEC. Part II has information on an advisor's services, fees and investment strategies. You can find a copy of Hoover Financial Advisors Form ADV ( Part 1 only at this time ) on the SEC's Investment Advisor Public Disclosure ( IAPD ) website. Click here for a copy of Part II and Schedule F of Form ADV.