Eric La Nier
Advisor at Higher Impact Financial, 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 Higher Impact Financial, 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.
Firm
Higher Impact Financial, LLC
Location
Riverside, CA
Credentials
Series 66
Industry experience
6 years
Eric La Nier is a financial advisor at Higher Impact Financial, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Wealthtech Partners LLC. In addition to his advisory role, he teaches securities courses online and provides tax preparation and bookkeeping services. Higher Impact Financial is an independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning consulting. The firm tailors its investment approach to client objectives, time horizon, and risk tolerance, incorporating various strategies including asset allocation and trading techniques.
Fixed fees range from $750 to $12,000 per project
Hourly fees range from $100 - $400 per hour
Fee-only: Hourly fees range from $100 - $400 per hour; Fixed fees range from $750 to $12,000 per project
Riverside, CA
California
Higher Impact Financial, LLC
2024 - Present (2 years)
Kaplan
2024 - Present (2 years)
Wealthtech Partners LLC
2022 - 2024 (2 years)
Edward Jones
2019 - 2022 (3 years)
Home Care Assistance
2018 - 2019 (1 year)
Apartment Life
2015 - 2018 (3 years)
On-Line Bookkeeping Solutions
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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