# Chad Wakeman

> Chad Wakeman is a fee-only financial advisor at Erickson Financial Group in Allentown, Pennsylvania. Erickson Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-wakeman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Erickson Financial Group
- **Based in:** Allentown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $198.9M across 797 accounts
- **CRD:** 8181013 (https://adviserinfo.sec.gov/individual/summary/8181013)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.ericksonfinancialgroup.com/

## Frequently asked questions

### Is Chad Wakeman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Erickson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad's firm, Erickson Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chad Wakeman based?

Chad Wakeman is based in Allentown, Pennsylvania.

### Is Chad Wakeman registered with the SEC?

Yes. Chad Wakeman is registered as an investment adviser representative in PA (CRD 8181013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Erickson Financial Group manage?

Erickson Financial Group reports $198.9M across 797 accounts in assets under management.

### How do I contact Chad Wakeman?

Through Chad's website, www.ericksonfinancialgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8181013): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.