Firm
Erickson Financial Solutions
Jefferson City, Missouri
Fee-only
Erickson Financial Solutions at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients.
- Its average account is about $300,000 (assets it manages divided by its 15 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Missouri median of $4,770.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Jefferson City, Missouri |
|---|---|
| Website | ericksonfinancialsolutions.com |
| Phone | (573) 874-3888 |
Erickson Financial Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $150 an hour |
| Account minimum | None |
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"On-going services range from $750 - $6,000 per quarter, depending on complexity." source
"An initial retirement plan is typically between $1,500 - $5,000 depending on complexity." source
"For financial planning , I charge $150/hour." source
"While I don’t have required asset minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 15 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2024 |
| SEC record | CRD 115523 |