Advisor at Arbor Private 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.
Firm
Arbor Private Wealth, LLC
Location
Ashburn, VA 20147
Credentials
CFP®, Series 66
Industry experience
20 years
Eric Showalter is a CFP® with 20 years of experience in the financial services industry. He is a principal at Arbor Private Wealth, LLC and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as the Investment Committee Chair for the Community Foundation of Loudoun and Fauquier Counties and is the treasurer for a local school board campaign. Arbor Private Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and investment management tailored to both high-net-worth and non-HNW clients. The firm manages portfolios through a structured planning process and utilizes a mix of mutual funds, ETFs, individual securities, and Independent Managers, overseeing both discretionary and non-discretionary accounts.
Based on Arbor Private Wealth, LLC
Based on Arbor Private Wealth, LLC
Fixed project-based fees for financial planning, consulting, and retirement plan consulting services; fees range from $500 to $7,500 and are negotiable.
0.375% to 1.25% annually (tiered based on size and composition of portfolio, services rendered, and service provider)
Certain supervised persons offer insurance products on a commission basis under separate arrangement.
Fee-only: Fixed fees for financial planning and consulting ranging from $500 to $7,500, negotiable based on scope and complexity.
44679 Endicott Drive, Suite 300
Ashburn, VA 20147
Texas · Virginia
Purshe Kaplan Sterling Investments
2021 - Present (5 years)
Arbor Private Wealth, LLC
2021 - Present (5 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 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
They sell insurance products and may earn commissions on those sales.
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.
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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