Erik Baskin
Baskin Financial Planning · Colorado Springs, Colorado
Erik Baskin is a fee-only financial advisor at Baskin Financial Planning in Colorado Springs, Colorado, who holds the CFP credential. Erik focuses on small business owners, tax planning and estate & legacy planning. Baskin Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Baskin Financial Planning |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $29.3M across 320 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 7352859 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.baskinfp.com |
| Profile |
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Questions about Erik
Is Erik Baskin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Baskin Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Baskin Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Erik Baskin based?
Erik Baskin is based in Colorado Springs, Colorado.
What does Erik specialize in?
Erik's specialties include small business owners, tax planning, estate & legacy planning and retirement planning. Erik works with founders.
What credentials does Erik Baskin hold?
Erik Baskin holds the CFP credential.
Is Erik Baskin registered with the SEC?
Yes. Erik Baskin is registered as an investment adviser representative in CO and TX (CRD 7352859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baskin Financial Planning manage?
Baskin Financial Planning reports $29.3M across 320 accounts in assets under management.
How do I contact Erik Baskin?
Through Erik's website, www.baskinfp.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
- Baskin Financial Planning 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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