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Advisor

Eric Toubin

Painted Porch Advisors · Santa Barbara, California

Eric Toubin is a fee-only financial advisor at Painted Porch Advisors in Santa Barbara, California, who holds the CFA credential. Painted Porch Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

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Facts

FirmPainted Porch Advisors
Based in Santa Barbara, California
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$571.9M across 806 accounts
CredentialsCFA
SEC registration Investment adviser representative in CA · CRD 4266869
Exams passedSeries 63 (2001)
Firm size21 employees
Disclosures None reported
Websitewww.paintedporchadvisors.com

How Eric's firm compares

  • Painted Porch Advisors's average account is about $710,000, from its Form ADV (assets managed divided by 806 accounts).

What fee-only advisors charge in California

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Questions about Eric

Is Eric Toubin a fee-only financial advisor?

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

Where is Eric Toubin based?

Eric Toubin is based in Santa Barbara, California.

What credentials does Eric Toubin hold?

Eric Toubin holds the CFA credential.

Is Eric Toubin registered with the SEC?

Yes. Eric Toubin is registered as an investment adviser representative in CA (CRD 4266869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Painted Porch Advisors manage?

Painted Porch Advisors reports $571.9M across 806 accounts in assets under management.

How do I contact Eric Toubin?

Through Eric's website, www.paintedporchadvisors.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
  • Painted Porch Advisors 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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