Erik Schoener
Brightpath Financial Advisors · Etters, Pennsylvania
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.
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Facts
| Firm | Brightpath Financial Advisors |
|---|---|
| Based in | Etters, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $204K across 3 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7767311 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Erik's firm compares
- Brightpath Financial Advisors's average account is about $68,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Erik
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.
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
- 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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