Erik Margetts
Prostatis Group · Winter Park, Florida
Erik Margetts is a fee-only financial advisor at Prostatis Group in Winter Park, Florida. Erik focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Erik →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prostatis Group |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $605.4M across 3,806 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7981890 |
| Exams passed | Series 65 (2024) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | prostatisadvisors.com |
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 Margetts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Prostatis Group 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, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Erik charge?
According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.
Does Erik work with clients virtually?
Yes. Prostatis Group says on its website that it works with clients remotely.
Where is Erik Margetts based?
Erik Margetts is based in Winter Park, Florida.
What does Erik specialize in?
Erik's specialties include retirement planning, tax planning and estate & legacy planning. Erik works with retirees and pre-retirees.
Is Erik Margetts registered with the SEC?
Yes. Erik Margetts is registered as an investment adviser representative in FL (CRD 7981890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prostatis Group manage?
Prostatis Group reports $605.4M across 3,806 accounts in assets under management.
How do I contact Erik Margetts?
Through Erik's website, prostatisadvisors.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
- Prostatis Group 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.
See something wrong? Request a correction. Read our methodology.