Erik Wolfers
First and Main Financial · Piedmont, California
Erik Wolfers is a fee-only financial advisor at First and Main Financial in Piedmont, California, who holds the CFP credential. First and Main Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | First and Main Financial |
|---|---|
| Based in | Piedmont, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.3M across 367 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4214621 |
| Exams passed | Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wolfersam.com |
| Profile |
How Erik's firm compares
- First and Main Financial's average account is about $450,000, from its Form ADV (assets managed divided by 367 accounts).
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Questions about Erik
Is Erik Wolfers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and First and Main Financial 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, First and Main Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik Wolfers based?
Erik Wolfers is based in Piedmont, California.
What credentials does Erik Wolfers hold?
Erik Wolfers holds the CFP credential.
Is Erik Wolfers registered with the SEC?
Yes. Erik Wolfers is registered as an investment adviser representative in CA (CRD 4214621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First and Main Financial manage?
First and Main Financial reports $165.3M across 367 accounts in assets under management.
How do I contact Erik Wolfers?
Through Erik's website, www.wolfersam.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
- 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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