Erik Carlson
Cahill Financial Advisors · Edina, Minnesota
Erik Carlson is a fee-only financial advisor at Cahill Financial Advisors in Edina, Minnesota, who holds the CFP credential. Cahill Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cahill Financial Advisors |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.77B across 4,083 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6480924 |
| Exams passed | Series 63 (2015) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | cahillfa.com |
How Erik's firm compares
- Cahill Financial Advisors's average account is about $434,000, from its Form ADV (assets managed divided by 4,083 accounts).
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Questions about Erik
Is Erik Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Cahill Financial Advisors 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, Cahill Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Carlson based?
Erik Carlson is based in Edina, Minnesota.
What credentials does Erik Carlson hold?
Erik Carlson holds the CFP credential.
Is Erik Carlson registered with the SEC?
Yes. Erik Carlson is registered as an investment adviser representative in MN and TX (CRD 6480924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahill Financial Advisors manage?
Cahill Financial Advisors reports $1.77B across 4,083 accounts in assets under management.
How do I contact Erik Carlson?
Through Erik's website, cahillfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
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
- 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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