Erich Imphong
Plotkin Financial Advisors · Marriottsville, Maryland
Erich Imphong is a fee-only financial advisor at Plotkin Financial Advisors in Marriottsville, Maryland, who holds the CFP credential. Erich focuses on retirement planning, estate & legacy planning and small business owners. Plotkin Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Physicians
Facts
| Firm | Plotkin Financial Advisors |
|---|---|
| Based in | Marriottsville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $255.9M across 710 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 5083311 |
| Exams passed | Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pfallc.com |
| Profile |
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Questions about Erich
Is Erich Imphong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erich holds no broker registration, and Plotkin Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erich charge for financial advice?
Erich's firm, Plotkin Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erich Imphong based?
Erich Imphong is based in Marriottsville, Maryland.
What does Erich specialize in?
Erich's specialties include retirement planning, estate & legacy planning, small business owners and physicians & residents. Erich works with retirees and physicians.
What credentials does Erich Imphong hold?
Erich Imphong holds the CFP credential.
Is Erich Imphong registered with the SEC?
Yes. Erich Imphong is registered as an investment adviser representative in MD and TX (CRD 5083311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plotkin Financial Advisors manage?
Plotkin Financial Advisors reports $255.9M across 710 accounts in assets under management.
How do I contact Erich Imphong?
Through Erich's website, www.pfallc.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
- Plotkin Financial 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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