Eric Maldonado
Aquila Wealth Advisors · San Luis Obispo, California
Eric Maldonado is a fee-only financial advisor at Aquila Wealth Advisors in San Luis Obispo, California, who holds the CFP and MBA credentials. Eric charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,200 a year and 1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Aquila Wealth Advisors |
|---|---|
| Based in | San Luis Obispo, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,200 a year · 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $20.7M across 125 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, LA, TX · CRD 5908854 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aquilawealth.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $7,200 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Aquila Wealth Advisors's average account is about $165,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Eric
Is Eric Maldonado a fee-only financial advisor?
Yes. Eric Maldonado is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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 charges a percentage of assets and an ongoing planning fee.
How much does Eric charge?
According to Aquila Wealth Advisors's website, checked October 28, 2026: ongoing planning from $7,200 a year; 1.5% a year on the first tier of assets managed.
Where is Eric Maldonado based?
Eric Maldonado is based in San Luis Obispo, California.
What does Eric specialize in?
Eric's specialties include retirement planning and small business owners. Eric works with retirees.
What credentials does Eric Maldonado hold?
Eric Maldonado holds the CFP and MBA credentials.
Is Eric Maldonado registered with the SEC?
Yes. Eric Maldonado is registered as an investment adviser representative in CA, LA and TX (CRD 5908854), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Aquila Wealth Advisors manage?
Aquila Wealth Advisors reports $20.7M across 125 accounts in assets under management.
How do I contact Eric Maldonado?
Through Eric's website, aquilawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Aquila Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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