Eric Schrum
Schrum Private Wealth Management · Raleigh, North Carolina
Eric Schrum is a fee-only financial advisor at Schrum Private Wealth Management in Raleigh, North Carolina, who holds the CFP credential. Eric focuses on retirement planning and estate & legacy planning. Schrum Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Schrum Private Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $185.9M across 355 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 6605854 |
| Exams passed | Series 63 (2016) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schrumpw.com |
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Questions about Eric
Is Eric Schrum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Schrum Private 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, Schrum Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Eric charge?
According to Schrum Private Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Eric Schrum based?
Eric Schrum is based in Raleigh, North Carolina.
What does Eric specialize in?
Eric's specialties include retirement planning and estate & legacy planning. Eric works with retirees and pre-retirees.
What credentials does Eric Schrum hold?
Eric Schrum holds the CFP credential.
Is Eric Schrum registered with the SEC?
Yes. Eric Schrum is registered as an investment adviser representative in FL, NC and TX (CRD 6605854), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schrum Private Wealth Management manage?
Schrum Private Wealth Management reports $185.9M across 355 accounts in assets under management.
How do I contact Eric Schrum?
Through Eric's website, www.schrumpw.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
- Schrum Private 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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