Eric Nelson
Altfest Personal Wealth Management · New York, New York
Eric Nelson is a fee-only financial advisor at Altfest Personal Wealth Management in New York, New York, who holds the CFP credential. Altfest Personal Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Altfest Personal Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.80B across 3,139 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NJ, NY · CRD 1558052 |
| Exams passed | Series 63 (2018) · Series 66 (2006) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.altfest.com |
How Eric's firm compares
- Altfest Personal Wealth Management's average account is about $573,000, from its Form ADV (assets managed divided by 3,139 accounts).
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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 Altfest Personal Wealth Management 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, Altfest Personal Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Nelson based?
Eric Nelson is based in New York, New York.
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 CT, NJ and NY (CRD 1558052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altfest Personal Wealth Management manage?
Altfest Personal Wealth Management reports $1.80B across 3,139 accounts in assets under management.
How do I contact Eric Nelson?
Through Eric's website, www.altfest.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
- 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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