Erich von Geis
Aspire Private Wealth Counsel · Knoxville, Tennessee
Erich von Geis is a fee-only financial advisor at Aspire Private Wealth Counsel in Knoxville, Tennessee, who holds the CFP credential. Erich charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1.25% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
Request an introduction to Erich →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Aspire Private Wealth Counsel |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $79.0M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 7706056 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aspirepwc.com |
Request an introduction to Erich
Tell Erich a little about what you're looking for. Erich isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erich
Is Erich von Geis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erich holds no broker registration, and Aspire Private Wealth Counsel 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 charges a percentage of assets and a one-time planning fee.
How much does Erich charge?
According to Aspire Private Wealth Counsel's website, checked October 30, 2026: one-time plans from $2,500; 1.25% a year on the first tier of assets managed.
Does Erich work with clients virtually?
Yes. Aspire Private Wealth Counsel says on its website that it works with clients remotely.
Where is Erich von Geis based?
Erich von Geis is based in Knoxville, Tennessee.
What does Erich specialize in?
Erich's specialties include retirement planning and small business owners. Erich works with retirees and pre-retirees.
What credentials does Erich von Geis hold?
Erich von Geis holds the CFP credential.
Is Erich von Geis registered with the SEC?
Yes. Erich von Geis is registered as an investment adviser representative in TN (CRD 7706056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspire Private Wealth Counsel manage?
Aspire Private Wealth Counsel reports $79.0M across 201 accounts in assets under management.
How do I contact Erich von Geis?
Through Erich's website, www.aspirepwc.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
- Aspire Private Wealth Counsel 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.
See something wrong? Request a correction. Read our methodology.