Erik Buatte
LifeFirst Wealth, LLC · Huntsville, Alabama
Erik Buatte is a fee-only financial advisor at LifeFirst Wealth, LLC in Huntsville, Alabama, who holds the CFP and CRPC credentials. LifeFirst Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Erik →
Facts
| Firm | LifeFirst Wealth, LLC |
|---|---|
| Based in | Huntsville, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.3M across 18 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in AL, TX · CRD 7904165 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Erik's firm compares
- LifeFirst Wealth, LLC's average account is about $237,000, from its Form ADV (assets managed divided by 18 accounts).
Request an introduction to Erik
Tell Erik a little about what you're looking for. Erik 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 Erik
Is Erik Buatte a fee-only financial advisor?
Yes. Erik Buatte is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.
How does Erik charge for financial advice?
Erik's firm, LifeFirst Wealth, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Buatte based?
Erik Buatte is based in Huntsville, Alabama.
What credentials does Erik Buatte hold?
Erik Buatte holds the CFP and CRPC credentials.
Is Erik Buatte registered with the SEC?
Yes. Erik Buatte is registered as an investment adviser representative in AL and TX (CRD 7904165), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does LifeFirst Wealth, LLC manage?
LifeFirst Wealth, LLC reports $4.3M across 18 accounts in assets under management.
How do I contact Erik Buatte?
Contact details aren't on file yet. Search for LifeFirst Wealth, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.