Kerry Erickson
Erickson Financial Group · Allentown, Pennsylvania
Kerry Erickson is a fee-only financial advisor at Erickson Financial Group in Allentown, Pennsylvania, who holds the ChFC credential. Erickson Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kerry →
Facts
| Firm | Erickson Financial Group |
|---|---|
| Based in | Allentown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $198.9M across 797 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in PA · CRD 4528342 |
| Exams passed | Series 63 (2002) · Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ericksonfinancialgroup.com |
| Profile |
How Kerry's firm compares
- Erickson Financial Group's average account is about $250,000, from its Form ADV (assets managed divided by 797 accounts).
Request an introduction to Kerry
Tell Kerry a little about what you're looking for. Kerry 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 Kerry
Is Kerry Erickson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerry holds no broker registration, and Erickson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerry charge for financial advice?
Kerry's firm, Erickson Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kerry Erickson based?
Kerry Erickson is based in Allentown, Pennsylvania.
What credentials does Kerry Erickson hold?
Kerry Erickson holds the ChFC credential.
Is Kerry Erickson registered with the SEC?
Yes. Kerry Erickson is registered as an investment adviser representative in PA (CRD 4528342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Erickson Financial Group manage?
Erickson Financial Group reports $198.9M across 797 accounts in assets under management.
How do I contact Kerry Erickson?
Through Kerry's website, www.ericksonfinancialgroup.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.
See something wrong? Request a correction. Read our methodology.