Erin Preston
Patterson Advisors · Waterford, Michigan
Erin Preston is a fee-only financial advisor at Patterson Advisors in Waterford, Michigan, who holds the CFP credential. Erin charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Erin →
Specialties
Facts
| Firm | Patterson Advisors |
|---|---|
| Based in | Waterford, Michigan |
| Fee model | Ongoing planning fee |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 4880658 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pattersonadvisorsllc.com |
| Profile |
Request an introduction to Erin
Tell Erin a little about what you're looking for. Erin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erin
Is Erin Preston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin holds no broker registration, and Patterson Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erin charge for financial advice?
Erin charges an ongoing planning fee.
Where is Erin Preston based?
Erin Preston is based in Waterford, Michigan.
What does Erin specialize in?
Erin's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Erin Preston hold?
Erin Preston holds the CFP credential.
Is Erin Preston registered with the SEC?
Yes. Erin Preston is registered as an investment adviser representative in MI (CRD 4880658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Erin Preston?
Through Erin's website, www.pattersonadvisorsllc.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
- Patterson 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.
See something wrong? Request a correction. Read our methodology.