Erik Nero
First Step Wealth Planning, LLC · Wilton, New York
Erik Nero is a fee-only financial advisor at First Step Wealth Planning, LLC in Wilton, New York, who holds the CFP and RICP credentials. Erik charges a flat fee or retainer and an ongoing planning fee (typically works with clients with $2,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | First Step Wealth Planning, LLC |
|---|---|
| Based in | Wilton, New York |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $31.3M across 115 accounts |
| Credentials | CFP · RICP |
| SEC registration | Investment adviser representative in NY · CRD 4047258 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | first-stepwealth.com |
| Profile |
How Erik's firm compares
- First Step Wealth Planning, LLC's average account is about $272,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Erik
Is Erik Nero a fee-only financial advisor?
Yes. Erik Nero is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Erik charge?
According to First Step Wealth Planning, LLC's website, checked October 28, 2026: typically works with clients with $2,000,000 or more.
Where is Erik Nero based?
Erik Nero is based in Wilton, New York.
What does Erik specialize in?
Erik's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Erik works with retirees, pre-retirees and high earners.
What credentials does Erik Nero hold?
Erik Nero holds the CFP and RICP credentials.
Is Erik Nero registered with the SEC?
Yes. Erik Nero is registered as an investment adviser representative in NY (CRD 4047258), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does First Step Wealth Planning, LLC manage?
First Step Wealth Planning, LLC reports $31.3M across 115 accounts in assets under management.
How do I contact Erik Nero?
Through Erik's website, first-stepwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- First Step Wealth Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
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