Advisor at Retirement Planning Consultants Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Planning Consultants Inc
Location
South Charleston, WV 25303
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.
Based on Retirement Planning Consultants Inc
Based on Retirement Planning Consultants Inc
$0 - $100,000: 1.4% per year $100,001 - $250,000: 1.3% per year $250,001 - $500,000: 1.2% per year $500,001 - $1,000,000: 1.1% per year $1,000,001+: 1.0% per year
Commissions and trails from insurance companies for life insurance policies, annuities, and mutual funds in 529 accounts
339 3 Rd Ave
South Charleston, WV 25303
West Virginia
Avantax Insurance Agency, LLC
2019 - 2020 (1 year)
Avantax Advisory services
2014 - 2020 (6 years)
Avantax Investment Services, INC.
2012 - 2020 (8 years)
Eric J. Ayersman, CPA, AC
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
South Charleston, WV
Global Freedom Financial LLC
Series 65
Charleston, WV
WNA Wealth Management, LLC
Series 66
Hurricane, WV
McKee Wealth Management
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Series 63
South Charleston, WV
Freedom Financial Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")