Chad Wakeman
Erickson Financial Group · Allentown, Pennsylvania
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.
Request an introduction to Chad →
Facts
| Firm | Erickson Financial Group |
|---|---|
| Based in | Allentown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $198.9M across 797 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8181013 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ericksonfinancialgroup.com |
How Chad's firm compares
- Erickson Financial Group's average account is about $250,000, from its Form ADV (assets managed divided by 797 accounts).
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.