Erik Roberts
Infinitus Wealth Management · Nashville, Tennessee
Erik Roberts is a fee-only financial advisor at Infinitus Wealth Management in Nashville, Tennessee. Erik charges a percentage of assets (1% a year on the first tier of assets managed and a $250,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Infinitus Wealth Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $5.9M across 20 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6357992 |
| Exams passed | Series 65 (2021) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.infinituswealth.com |
| Profile |
How Erik's firm compares
- Infinitus Wealth Management's average account is about $296,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Erik
Is Erik Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Infinitus Wealth Management 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 a percentage of assets.
How much does Erik charge?
According to Infinitus Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Erik Roberts based?
Erik Roberts is based in Nashville, Tennessee.
What does Erik specialize in?
Erik's specialties include retirement planning. Erik works with founders, executives and retirees.
Is Erik Roberts registered with the SEC?
Yes. Erik Roberts is registered as an investment adviser representative in TN (CRD 6357992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Infinitus Wealth Management manage?
Infinitus Wealth Management reports $5.9M across 20 accounts in assets under management.
How do I contact Erik Roberts?
Through Erik's website, www.infinituswealth.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
- Infinitus Wealth Management 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.
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