Eric Fitzgerald
Alpha Omega Wealth Management · Richmond, Virginia
Eric Fitzgerald is a fee-only financial advisor at Alpha Omega Wealth Management in Richmond, Virginia, who holds the CFP credential. Alpha Omega Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Omega Wealth Management |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.02B across 1,310 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5755529 |
| Exams passed | Series 65 (2012) · Series 63 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | aowealth.com |
How Eric's firm compares
- Alpha Omega Wealth Management's average account is about $782,000, from its Form ADV (assets managed divided by 1,310 accounts).
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Questions about Eric
Is Eric Fitzgerald a fee-only financial advisor?
Yes. Eric Fitzgerald is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Alpha Omega Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Fitzgerald based?
Eric Fitzgerald is based in Richmond, Virginia.
What credentials does Eric Fitzgerald hold?
Eric Fitzgerald holds the CFP credential.
Is Eric Fitzgerald registered with the SEC?
Yes. Eric Fitzgerald is registered as an investment adviser representative in VA (CRD 5755529), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Alpha Omega Wealth Management manage?
Alpha Omega Wealth Management reports $1.02B across 1,310 accounts in assets under management.
How do I contact Eric Fitzgerald?
Through Eric's website, aowealth.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
- 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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