Eric Raether
Canopy Wealth Management · Middleton, Wisconsin
Eric Raether is a fee-only financial advisor at Canopy Wealth Management in Middleton, Wisconsin, who holds the CFP credential. Eric charges a percentage of assets (1.2% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on equity compensation, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Tech employees
- Executives
- Physicians
- High earners
- Founders
- Multi-generational families
Facts
| Firm | Canopy Wealth Management |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.2% a year on the first tier of assets managed · A $250,000 asset minimum |
| Assets under management | $1.15B across 2,608 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX, WI · CRD 2480237 |
| Exams passed | Series 63 (1994) · Series 65 (2002) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.canopy-wealth.com |
| Profile |
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Questions about Eric
Is Eric Raether a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Canopy 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 charges a percentage of assets.
How much does Eric charge?
According to Canopy Wealth Management's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Eric Raether based?
Eric Raether is based in Middleton, Wisconsin.
What does Eric specialize in?
Eric's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning and small business owners. Eric works with tech employees, executives, physicians, high earners and founders.
What credentials does Eric Raether hold?
Eric Raether holds the CFP credential.
Is Eric Raether registered with the SEC?
Yes. Eric Raether is registered as an investment adviser representative in MI, TX and WI (CRD 2480237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Canopy Wealth Management manage?
Canopy Wealth Management reports $1.15B across 2,608 accounts in assets under management.
How do I contact Eric Raether?
Through Eric's website, www.canopy-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
- Canopy Wealth Management 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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