JP

Joshua Michael Pohl

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
677 clients
Average Client Portfolio
$635K average
Assets Under Management
$429.7M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:$2,500 - $25,000
Hourly Rate:Up to $500/hr

Hobart receives an asset-based fee for asset management services, not exceeding 2.00% annually. Fees are billed quarterly in advance. Clients may incur additional Third-Party Management Fees or Model Provider Fees. Financial planning fees are charged hourly (up to $500/hour) or as flat fees ($2,500 to $25,000). Retirement plan consulting services are charged an annual investment advisory fee, deducted quarterly in arrears. Fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2211 Michelson Dr Suite 1150, Irvine, CA, 92612

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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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Employment History
Current Registrations
Hobart Wealth
September 2025 - Present · 4 mos
Previous Registrations
Ep Wealth Advisors
December 2024 - August 2025 · 8 mos
Aw SecuritiesBroker
June 2022 - August 2023 · 1 yr 2 mos
TD Ameritrade, INC.Broker
August 2015 - April 2021 · 5 yrs 8 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.