Eric McClain
Approach Retirement Advisors, LLC · Birmingham, Alabama
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $227.5M across 547 accounts |
| Credentials | CFP · JD · MBA |
| SEC registration | Investment adviser representative in AL, GA, TX · CRD 5500918 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | approachretirement.com |
| Profile |
How Eric's firm compares
- Approach Retirement Advisors, LLC's average account is about $416,000, from its Form ADV (assets managed divided by 547 accounts).
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Questions about Eric
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.
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
- Approach Retirement Advisors, LLC 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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