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Eric Gauthier

Advisor at Terra Wealth

Updated today
Terra Wealth logo

Firm

Terra Wealth

Location

Sun Lakes, AZ 85248

Credentials

Series 65

Industry experience

3 years

About

Eric Gauthier is a financial advisor at Terra Wealth with a Series 65 designation and three years of industry experience. Before joining Terra Wealth in 2024, he worked at Val Vista Capital Management from 2022 to 2024 and previously spent six years at Advanced Energy. Outside of his advisory role, he owns Bell Rock Consulting, a software and marketing consulting business based in Sedona, AZ. Terra Wealth provides holistic financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, and other entities. The firm manages discretionary portfolios through customized strategies and emphasizes long-term ownership supported by fundamental analysis and investment committee oversight.

Client services

Based on Terra Wealth

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Terra Wealth

Charitable giving & philanthropy Active portfolio management

Occupation focus

Based on Terra Wealth

Founder/Business Owner Retired

Fee options

Fixed

Flat fees for financial planning services agreed upon in writing.

Percentage

Up to 2.00%, negotiable based on client and services

Commissions

Certain advisory persons are registered representatives earning commissions on securities transactions separate from advisory fees.

Project-based

Financial planning and consulting hourly rates generally range from $250 to $500 per hour, negotiable.

Other

Account minimum: $50,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Annual advisory fee based on assets under management, average daily balance, or flat dollar fee; financial planning may be included or charged separately.

Location

10450 E Riggs Road, Suite 101

Sun Lakes, AZ 85248

Most active in

Arizona

Work history

Terra Wealth

2024 - Present (2 years)

Val Vista Capital Management (d/b/a Netzel Financial)

2022 - 2024 (2 years)

Unemployed

2020 - 2022 (2 years)

Advanced Energy

2014 - 2020 (6 years)

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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