# Eric Nelson

> Eric Nelson is a fee-only financial advisor at Independence Wealth in Voorhees, New Jersey, who holds the CFP credential. Eric focuses on retirement planning, tax planning and estate & legacy planning. Independence Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-nelson-5885266/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Independence Wealth
- **Based in:** Voorhees, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $80.7M across 251 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5885266 (https://adviserinfo.sec.gov/individual/summary/5885266)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://independence-wealth.com/

## Frequently asked questions

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

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

### Where is Eric Nelson based?

Eric Nelson is based in Voorhees, New Jersey.

### What does Eric specialize in?

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

### What credentials does Eric Nelson hold?

Eric Nelson holds the CFP credential.

### Is Eric Nelson registered with the SEC?

Yes. Eric Nelson is registered as an investment adviser representative in NJ and PA (CRD 5885266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Independence Wealth manage?

Independence Wealth reports $80.7M across 251 accounts in assets under management.

### How do I contact Eric Nelson?

Through Eric's website, independence-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5885266): 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.independence-wealth.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.