Eric Hallman
Westview Investment Advisors · Burlington, Vermont
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $228.6M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VT · CRD 6582291 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.westviewinvest.com |
| Profile |
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Questions about Eric
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.
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
- Westview Investment 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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