Eric LaNier
Higher Impact Financial · Riverside, California
Eric LaNier is a fee-only financial advisor at Higher Impact Financial in Riverside, California. Eric focuses on estate & legacy planning, tax planning and small business owners. Higher Impact Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Higher Impact Financial |
|---|---|
| Based in | Riverside, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.7M across 200 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7079986 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | higherimpactfinancial.com |
| Profile |
How Eric's firm compares
- Higher Impact Financial's average account is about $48,000, from its Form ADV (assets managed divided by 200 accounts).
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Questions about Eric
Is Eric LaNier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Higher Impact Financial 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, Higher Impact Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric LaNier based?
Eric LaNier is based in Riverside, California.
What does Eric specialize in?
Eric's specialties include estate & legacy planning, tax planning and small business owners.
Is Eric LaNier registered with the SEC?
Yes. Eric LaNier is registered as an investment adviser representative in CA (CRD 7079986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Higher Impact Financial manage?
Higher Impact Financial reports $9.7M across 200 accounts in assets under management.
How do I contact Eric LaNier?
Through Eric's website, higherimpactfinancial.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
- Higher Impact Financial 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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