# Eric Montemaggi

> Eric Montemaggi is a fee-only financial advisor at Aurora Pointe Capital in Mclean, Virginia, who holds the CFP and CFA credentials. Eric focuses on retirement planning. Aurora Pointe Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-montemaggi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aurora Pointe Capital
- **Based in:** Mclean, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $72.2M across 35 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6722089 (https://adviserinfo.sec.gov/individual/summary/6722089)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://aurorapointecapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Aurora Pointe Capital 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, Aurora Pointe Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Eric Montemaggi based?

Eric Montemaggi is based in Mclean, Virginia.

### What does Eric specialize in?

Eric's specialties include retirement planning. Eric works with retirees and pre-retirees.

### What credentials does Eric Montemaggi hold?

Eric Montemaggi holds the CFP and CFA credentials.

### Is Eric Montemaggi registered with the SEC?

Yes. Eric Montemaggi is registered as an investment adviser representative in VA (CRD 6722089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aurora Pointe Capital manage?

Aurora Pointe Capital reports $72.2M across 35 accounts in assets under management.

### How do I contact Eric Montemaggi?

Through Eric's website, aurorapointecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6722089): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.aurorapointecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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