Erika Safran
Safran Wealth Advisors · New York, New York
Erika Safran is a fee-only financial advisor at Safran Wealth Advisors in New York, New York, who holds the CFP credential. Erika focuses on retirement planning, estate & legacy planning and tax planning. Safran Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Safran Wealth Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $132.9M across 425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2007514 |
| Exams passed | Series 63 (1989) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.safranwealthadvisors.com |
| Profile |
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Questions about Erika
Is Erika Safran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erika holds no broker registration, and Safran Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erika charge for financial advice?
Erika's firm, Safran Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erika Safran based?
Erika Safran is based in New York, New York.
What does Erika specialize in?
Erika's specialties include retirement planning, estate & legacy planning and tax planning. Erika works with founders and multi-generational families.
What credentials does Erika Safran hold?
Erika Safran holds the CFP credential.
Is Erika Safran registered with the SEC?
Yes. Erika Safran is registered as an investment adviser representative in NY (CRD 2007514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Safran Wealth Advisors manage?
Safran Wealth Advisors reports $132.9M across 425 accounts in assets under management.
How do I contact Erika Safran?
Through Erika's website, www.safranwealthadvisors.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
- Safran Wealth Advisors 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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