# Eric Rodriguez

> Eric Rodriguez is a fee-only financial advisor at Wealthbuilders in Carlsbad, California, who holds the CFP credential. Wealthbuilders reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-rodriguez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealthbuilders
- **Based in:** Carlsbad, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $53.9M across 90 accounts
- **Credentials:** CFP
- **CRD:** 4787519 (https://adviserinfo.sec.gov/individual/summary/4787519)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2005), Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthbllc.com

## Frequently asked questions

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

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

### Where is Eric Rodriguez based?

Eric Rodriguez is based in Carlsbad, California.

### What credentials does Eric Rodriguez hold?

Eric Rodriguez holds the CFP credential.

### Is Eric Rodriguez registered with the SEC?

Yes. Eric Rodriguez is registered as an investment adviser representative in CA (CRD 4787519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthbuilders manage?

Wealthbuilders reports $53.9M across 90 accounts in assets under management.

### How do I contact Eric Rodriguez?

Through Eric's website, www.wealthbllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4787519): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.