Tim Doehrmann
Eagle Ridge Wealth Advisors · Morton, Illinois
Tim Doehrmann is a fee-only financial advisor at Eagle Ridge Wealth Advisors in Morton, Illinois, who holds the CFP credential. Eagle Ridge Wealth Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
Request an introduction to Tim →
Facts
| Firm | Eagle Ridge Wealth Advisors |
|---|---|
| Based in | Morton, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $52.5M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4535635 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | erwealth.com |
| Profile |
How Tim's firm compares
- Eagle Ridge Wealth Advisors's average account is about $276,000, from its Form ADV (assets managed divided by 190 accounts).
Request an introduction to Tim
Tell Tim a little about what you're looking for. Tim 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 Tim
Is Tim Doehrmann a fee-only financial advisor?
Yes. Tim Doehrmann is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.
How does Tim charge for financial advice?
Tim's firm, Eagle Ridge Wealth Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Tim Doehrmann based?
Tim Doehrmann is based in Morton, Illinois.
What credentials does Tim Doehrmann hold?
Tim Doehrmann holds the CFP credential.
Is Tim Doehrmann registered with the SEC?
Yes. Tim Doehrmann is registered as an investment adviser representative in IL (CRD 4535635), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Eagle Ridge Wealth Advisors manage?
Eagle Ridge Wealth Advisors reports $52.5M across 190 accounts in assets under management.
How do I contact Tim Doehrmann?
Through Tim's website, erwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.