Erik Black
Calrivan Wealth Management · Randolph, New Jersey
Erik Black is a fee-only financial advisor at Calrivan Wealth Management in Randolph, New Jersey. Erik charges hourly fees (no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Calrivan Wealth Management |
|---|---|
| Based in | Randolph, New Jersey |
| Fee model | Hourly |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $3.9M across 17 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4202463 |
| Exams passed | Series 63 (2000) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | calrivan.com |
| Profile |
How Erik's firm compares
- Calrivan Wealth Management's average account is about $229,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Erik
Is Erik Black a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Calrivan Wealth Management 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 charges hourly fees.
How much does Erik charge?
According to Calrivan Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Erik Black based?
Erik Black is based in Randolph, New Jersey.
What does Erik specialize in?
Erik's specialties include retirement planning, estate & legacy planning and tax planning.
Is Erik Black registered with the SEC?
Yes. Erik Black is registered as an investment adviser representative in NJ (CRD 4202463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calrivan Wealth Management manage?
Calrivan Wealth Management reports $3.9M across 17 accounts in assets under management.
How do I contact Erik Black?
Through Erik's website, calrivan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Other advisors in New Jersey who focus on retirement planning
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
- Calrivan 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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