Fabian Waldner
Eiger Wealth Management · San Diego, California
Fabian Waldner is a fee-only financial advisor at Eiger Wealth Management in San Diego, California. Fabian focuses on retirement planning, estate & legacy planning and tax planning. Eiger Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Eiger Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $338.7M across 567 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5403086 |
| Exams passed | Series 65 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eigerwealth.com |
| Profile |
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Questions about Fabian
Is Fabian Waldner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Fabian holds no broker registration, and Eiger Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Fabian charge for financial advice?
Fabian's firm, Eiger Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Fabian Waldner based?
Fabian Waldner is based in San Diego, California.
What does Fabian specialize in?
Fabian's specialties include retirement planning, estate & legacy planning and tax planning. Fabian works with pre-retirees, multi-generational families and mid-life transitions.
Is Fabian Waldner registered with the SEC?
Yes. Fabian Waldner is registered as an investment adviser representative in CA and TX (CRD 5403086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eiger Wealth Management manage?
Eiger Wealth Management reports $338.7M across 567 accounts in assets under management.
How do I contact Fabian Waldner?
Through Fabian's website, www.eigerwealth.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
- Eiger Wealth Management 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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