Eric Rodriguez
Wealthbuilders · Carlsbad, California
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.
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Facts
| Firm | Wealthbuilders |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $53.9M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4787519 |
| Exams passed | Series 63 (2005) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthbllc.com |
| Profile |
How Eric's firm compares
- Wealthbuilders's average account is about $599,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Carlsbad
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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