Erik Mosholt
46 Peaks Investment Advisory Group · Newtown, Pennsylvania
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.
Request an introduction to Erik →
Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | 46 Peaks Investment Advisory Group |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model | Ongoing planning fee |
| Assets under management | $272.1M across 445 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, PA, TX · CRD 2016965 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.46peaks.com |
| Profile |
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 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.
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
- 46 Peaks Investment Advisory 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.