Eric Greenberg
ESG Wealth Advisors · Lansdale, Pennsylvania
Eric Greenberg is a fee-only financial advisor at ESG Wealth Advisors in Lansdale, Pennsylvania. Eric charges a flat fee or retainer and a percentage of assets (0.5%–1% a year of assets managed) and focuses on retirement planning and flat-fee planning.
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Specialties
Facts
| Firm | ESG Wealth Advisors |
|---|---|
| Based in | Lansdale, Pennsylvania |
| Fee model | Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | 0.5%–1% a year of assets managed |
| Assets under management | $31.6M across 65 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 7676960 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | esgwa.com |
| Profile |
How Eric's firm compares
- ESG Wealth Advisors's average account is about $486,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Eric
Is Eric Greenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and ESG Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric charges a flat fee or retainer and a percentage of assets.
How much does Eric charge?
According to ESG Wealth Advisors's website, checked October 30, 2026: 0.5%–1% a year of assets managed.
Where is Eric Greenberg based?
Eric Greenberg is based in Lansdale, Pennsylvania.
What does Eric specialize in?
Eric's specialties include retirement planning and flat-fee planning.
Is Eric Greenberg registered with the SEC?
Yes. Eric Greenberg is registered as an investment adviser representative in PA and TX (CRD 7676960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ESG Wealth Advisors manage?
ESG Wealth Advisors reports $31.6M across 65 accounts in assets under management.
How do I contact Eric Greenberg?
Through Eric's website, esgwa.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
- ESG Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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