Eric Figueroa
Hesperian Wealth LLC · Folsom, California
Eric Figueroa is a fee-only financial advisor at Hesperian Wealth LLC in Folsom, California, who holds the CFP credential. Eric charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $3,000 and no asset minimum) and focuses on sustainable & impact investing.
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Specialties
Facts
| Firm | Hesperian Wealth LLC |
|---|---|
| Based in | Folsom, California |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $2.9M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7458943 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | hesperianwealth.com |
| Profile |
How Eric's firm compares
- A one-time plan starts at $3,000, above the California median of $2,500 for fee-only firms that publish prices.
- Hesperian Wealth LLC's average account is about $144,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Eric
Is Eric Figueroa a fee-only financial advisor?
Yes. Eric Figueroa is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Eric charge?
According to Hesperian Wealth LLC's website, checked October 28, 2026: one-time plans from $3,000; no asset minimum.
Does Eric work with clients virtually?
Yes. Hesperian Wealth LLC says on its website that it works with clients remotely.
Where is Eric Figueroa based?
Eric Figueroa is based in Folsom, California.
What does Eric specialize in?
Eric's specialties include sustainable & impact investing.
What credentials does Eric Figueroa hold?
Eric Figueroa holds the CFP credential.
Is Eric Figueroa registered with the SEC?
Yes. Eric Figueroa is registered as an investment adviser representative in CA (CRD 7458943), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Hesperian Wealth LLC manage?
Hesperian Wealth LLC reports $2.9M across 20 accounts in assets under management.
How do I contact Eric Figueroa?
Through Eric's website, hesperianwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Hesperian Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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