Erickson Braund
Black Walnut Wealth Management · Traverse City, Michigan
Erickson Braund is a fee-only financial advisor at Black Walnut Wealth Management in Traverse City, Michigan, who holds the CFP credential. Erickson focuses on tax planning and estate & legacy planning. Black Walnut 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 | Black Walnut Wealth Management |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $136.8M across 272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2544396 |
| Exams passed | Series 63 (1995) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | blackwalnutwm.com |
| Profile |
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Questions about Erickson
Is Erickson Braund a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erickson holds no broker registration, and Black Walnut Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erickson charge for financial advice?
Erickson's firm, Black Walnut Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Erickson charge?
According to Black Walnut Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Erickson Braund based?
Erickson Braund is based in Traverse City, Michigan.
What does Erickson specialize in?
Erickson's specialties include tax planning and estate & legacy planning. Erickson works with retirees and pre-retirees.
What credentials does Erickson Braund hold?
Erickson Braund holds the CFP credential.
Is Erickson Braund registered with the SEC?
Yes. Erickson Braund is registered as an investment adviser representative in MI (CRD 2544396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Walnut Wealth Management manage?
Black Walnut Wealth Management reports $136.8M across 272 accounts in assets under management.
How do I contact Erickson Braund?
Through Erickson's website, blackwalnutwm.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
- Black Walnut 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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