# Eric Imley

> Eric Imley is a fee-only financial advisor at Soaring Investment Management, LLC in Portland, Oregon, who holds the CFP, MFA and CKA credentials. Eric focuses on pension planning, small business owners and physicians & residents. Soaring Investment Management, LLC reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-imley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Soaring Investment Management, LLC
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $112.5M across 464 accounts
- **Credentials:** CFP, MFA, CKA, CFA
- **Specialties:** Pension planning, Small business owners, Physicians & residents, Family wealth transfer
- **Works with:** Physicians, Retirees, Multi-generational families
- **CRD:** 6482154 (https://adviserinfo.sec.gov/individual/summary/6482154)
- **SEC registration:** Investment adviser representative in CA, NC
- **Exams passed:** Series 66 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://soaringinvestmentmanagement.com

## Frequently asked questions

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

Yes. Eric Imley 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, Soaring Investment Management, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Eric Imley based?

Eric Imley is based in Portland, Oregon.

### What does Eric specialize in?

Eric's specialties include pension planning, small business owners, physicians & residents and family wealth transfer. Eric works with physicians, retirees and multi-generational families.

### What credentials does Eric Imley hold?

Eric Imley holds the CFP, MFA, CKA and CFA credentials.

### Is Eric Imley registered with the SEC?

Yes. Eric Imley is registered as an investment adviser representative in CA and NC (CRD 6482154), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Soaring Investment Management, LLC manage?

Soaring Investment Management, LLC reports $112.5M across 464 accounts in assets under management.

### How do I contact Eric Imley?

Through Eric's website, soaringinvestmentmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49060): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.soaringinvestmentmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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