# Eric McClain

> Eric McClain is a fee-only financial advisor at Approach Retirement Advisors, LLC in Birmingham, Alabama, who holds the CFP, JD and MBA credentials. Eric focuses on retirement planning, tax planning and estate & legacy planning. Approach Retirement Advisors, LLC reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Approach Retirement Advisors, LLC
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** typically works with clients with $2,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $227.5M across 547 accounts
- **Credentials:** CFP, JD, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5500918 (https://adviserinfo.sec.gov/individual/summary/5500918)
- **SEC registration:** Investment adviser representative in AL, GA, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://approachretirement.com

## Frequently asked questions

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

Yes. Eric McClain 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, Approach Retirement Advisors, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Eric charge?

According to Approach Retirement Advisors, LLC's website, checked October 28, 2026: typically works with clients with $2,000,000 or more.

### Where is Eric McClain based?

Eric McClain is based in Birmingham, Alabama.

### What does Eric specialize in?

Eric's specialties include retirement planning, tax planning and estate & legacy planning. Eric works with retirees and pre-retirees.

### What credentials does Eric McClain hold?

Eric McClain holds the CFP, JD and MBA credentials.

### Is Eric McClain registered with the SEC?

Yes. Eric McClain is registered as an investment adviser representative in AL, GA and TX (CRD 5500918), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Approach Retirement Advisors, LLC manage?

Approach Retirement Advisors, LLC reports $227.5M across 547 accounts in assets under management.

### How do I contact Eric McClain?

Through Eric's website, approachretirement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7322): 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://approachretirement.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.