# Erik Mosholt

> Erik Mosholt is a fee-only financial advisor at 46 Peaks Investment Advisory Group in Newtown, Pennsylvania, who holds the CFP credential. Erik charges an ongoing planning fee and focuses on small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/erik-mosholt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 46 Peaks Investment Advisory Group
- **Based in:** Newtown, Pennsylvania
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $272.1M across 445 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Equity compensation
- **Works with:** Executives, Retirees, Pre-retirees
- **CRD:** 2016965 (https://adviserinfo.sec.gov/individual/summary/2016965)
- **SEC registration:** Investment adviser representative in FL, NJ, PA, TX
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.46peaks.com

## Frequently asked questions

### Is Erik Mosholt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and 46 Peaks Investment Advisory 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 charges an ongoing planning fee.

### Where is Erik Mosholt based?

Erik Mosholt is based in Newtown, Pennsylvania.

### What does Erik specialize in?

Erik's specialties include small business owners and equity compensation. Erik works with executives, retirees and pre-retirees.

### What credentials does Erik Mosholt hold?

Erik Mosholt holds the CFP credential.

### Is Erik Mosholt registered with the SEC?

Yes. Erik Mosholt is registered as an investment adviser representative in FL, NJ, PA and TX (CRD 2016965), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does 46 Peaks Investment Advisory Group manage?

46 Peaks Investment Advisory Group reports $272.1M across 445 accounts in assets under management.

### How do I contact Erik Mosholt?

Through Erik's website, www.46peaks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2016965): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://46peaks.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.