Eric Norberg
EAN Equity Financial Services · Leesburg, Virginia
Eric Norberg is a fee-only financial advisor at EAN Equity Financial Services in Leesburg, Virginia, who holds the CFP and ChFC credentials. EAN Equity Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | EAN Equity Financial Services |
|---|---|
| Based in | Leesburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $144.7M across 154 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in VA · CRD 1220324 |
| Exams passed | Series 63 (2010) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Eric's firm compares
- EAN Equity Financial Services's average account is about $939,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about Eric
Is Eric Norberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and EAN Equity Financial Services 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, EAN Equity Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Norberg based?
Eric Norberg is based in Leesburg, Virginia.
What credentials does Eric Norberg hold?
Eric Norberg holds the CFP and ChFC credentials.
Is Eric Norberg registered with the SEC?
Yes. Eric Norberg is registered as an investment adviser representative in VA (CRD 1220324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EAN Equity Financial Services manage?
EAN Equity Financial Services reports $144.7M across 154 accounts in assets under management.
How do I contact Eric Norberg?
Contact details aren't on file yet. Search for EAN Equity Financial Services.
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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