# Eric Hallman

> Eric Hallman is a fee-only financial advisor at Westview Investment Advisors in Burlington, Vermont, who holds the CFP credential. Eric focuses on retirement planning, estate & legacy planning and family wealth transfer. Westview Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-hallman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Westview Investment Advisors
- **Based in:** Burlington, Vermont
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $228.6M across 476 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6582291 (https://adviserinfo.sec.gov/individual/summary/6582291)
- **SEC registration:** Investment adviser representative in TX, VT
- **Exams passed:** Series 63 (2015), Series 66 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.westviewinvest.com

## Frequently asked questions

### Is Eric Hallman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Westview Investment 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's firm, Westview Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Hallman based?

Eric Hallman is based in Burlington, Vermont.

### What does Eric specialize in?

Eric's specialties include retirement planning, estate & legacy planning and family wealth transfer. Eric works with multi-generational families.

### What credentials does Eric Hallman hold?

Eric Hallman holds the CFP credential.

### Is Eric Hallman registered with the SEC?

Yes. Eric Hallman is registered as an investment adviser representative in TX and VT (CRD 6582291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westview Investment Advisors manage?

Westview Investment Advisors reports $228.6M across 476 accounts in assets under management.

### How do I contact Eric Hallman?

Through Eric's website, www.westviewinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6582291): 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
- The firm's website (https://www.westviewinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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