# Erik Schoener

> Erik Schoener is a fee-only financial advisor at Brightpath Financial Advisors in Etters, Pennsylvania. Brightpath Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/erik-schoener/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Brightpath Financial Advisors
- **Based in:** Etters, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $204K across 3 accounts
- **CRD:** 7767311 (https://adviserinfo.sec.gov/individual/summary/7767311)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Brightpath Financial Advisors 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, Brightpath Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Erik Schoener based?

Erik Schoener is based in Etters, Pennsylvania.

### Is Erik Schoener registered with the SEC?

Yes. Erik Schoener is registered as an investment adviser representative in PA (CRD 7767311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brightpath Financial Advisors manage?

Brightpath Financial Advisors reports $204K across 3 accounts in assets under management.

### How do I contact Erik Schoener?

Contact details aren't on file yet. Search for Brightpath Financial Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7767311): 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

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