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Eric Eisenhard

Advisor at Redwood Family Wealth LLC

Updated today

Location

Golden, CO 80401

Credentials

Series 66

Industry experience

9 years

About

Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, Colorado. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Redwood Family Wealth, he worked at XO Wealth Management and Raymond James & Associates, Inc. He is also a registered representative of Cabot Lodge Securities LLC. Redwood Family Wealth provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $222 million across about 219 client relationships and employs a range of investment strategies, including the use of derivatives and leverage, tailored to client objectives and risk tolerance.

Client services

Based on Redwood Family Wealth LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Redwood Family Wealth LLC

Real estate investing Options & derivatives strategies Tax strategies for small businesses

Fee options

Percentage

$10,000 - $50,000: 1.50% $50,001 - $100,000: 1.15% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.20%

Commissions

Compensation earned as registered representatives for sale of securities/products including asset-based sales charges and 12b-1 fees, separate from advisory fees

Project-based

$250 per hour for financial planning services, negotiable

Other

Fee-only: $250 per hour for financial planning services, negotiable

Location

600 12 Th St

Golden, CO 80401

Most active in

Colorado · Texas

Work history

Redwood Family Wealth

2025 - Present (1 year)

Redwood Family Wealth

2025 - Present (1 year)

Cabot Lodge Securities LLC

2020 - Present (6 years)

XO Wealth Management

2020 - 2025 (5 years)

Raymond James & Associates

2016 - 2020 (4 years)

University of Texas

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Income planning General tax planning Options & derivatives strategies
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General tax planning Wealth management Income planning Disability insurance
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Series 66

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General retirement planning Business succession planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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