Eric Nelson
Independence Wealth · Voorhees, New Jersey
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Independence Wealth |
|---|---|
| Based in | Voorhees, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $80.7M across 251 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 5885266 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | independence-wealth.com |
| Profile |
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Independence Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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