# Steven Erickson

> Steven Erickson is a fee-only financial advisor at Erickson Financial Solutions in Jefferson City, Missouri, who holds the CFP credential. Steven charges hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $1,500) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/steven-erickson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Erickson Financial Solutions
- **Based in:** Jefferson City, Missouri
- **Fee model:** Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $1,500; $150 an hour; no asset minimum
- **Assets under management (firm):** $4.5M across 15 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2530121 (https://adviserinfo.sec.gov/individual/summary/2530121)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.ericksonfinancialsolutions.com

## Frequently asked questions

### Is Steven Erickson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Erickson Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven charges hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Steven charge?

According to Erickson Financial Solutions's website, checked October 30, 2026: ongoing planning from $3,000 a year; one-time plans from $1,500; $150 an hour; no asset minimum.

### Where is Steven Erickson based?

Steven Erickson is based in Jefferson City, Missouri.

### What does Steven specialize in?

Steven's specialties include retirement planning. Steven works with retirees and pre-retirees.

### What credentials does Steven Erickson hold?

Steven Erickson holds the CFP credential.

### Is Steven Erickson registered with the SEC?

Yes. Steven Erickson is registered as an investment adviser representative in MO (CRD 2530121), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Erickson Financial Solutions manage?

Erickson Financial Solutions reports $4.5M across 15 accounts in assets under management.

### How do I contact Steven Erickson?

Through Steven's website, www.ericksonfinancialsolutions.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2530121): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ericksonfinancialsolutions.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.