Eric Eisenhard
Advisor at Redwood Family Wealth LLC
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.
Advisor at Redwood Family Wealth LLC
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.
Location
Golden, CO 80401
Credentials
Series 66
Industry experience
9 years
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.
Based on Redwood Family Wealth LLC
Based on Redwood Family Wealth LLC
$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%
Compensation earned as registered representatives for sale of securities/products including asset-based sales charges and 12b-1 fees, separate from advisory fees
$250 per hour for financial planning services, negotiable
Fee-only: $250 per hour for financial planning services, negotiable
600 12 Th St
Golden, CO 80401
Colorado · Texas
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)
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