Advisor at IP Financial Advisory Services LLC
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Firm
IP Financial Advisory Services LLC
Location
Oakville, CT
Credentials
Series 63, Series 65
Industry experience
21 years
Eric Stroehle is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Ameritas Investment Corp., and CCF Investments. Outside of advisory work, he operates a sole proprietorship assisting clients transitioning to retirement with affordable dental plans and related insurance products. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines investment advisory with insurance and benefits consulting services.
Based on IP Financial Advisory Services LLC
Based on IP Financial Advisory Services LLC
Fixed fees for consulting and financial planning ranging from $500 to $20,000 per plan
Less than $10,000 - $24,999: 1.25% to 3% $25,000 - $100,000: 1.00% to 2.75% $100,000 - $250,000: 0.75% to 2.50% Greater than $250,000+: 0.50% to 2.00%
Hourly fees up to $500 per hour for consulting and financial planning services
Account minimum: $150,000 Minimum fee: Financial planning and consulting services fees paid at time of service or upon billing, hourly fees up to $500 per hour, fixed fees range from $500 to $20,000 per plan Fee-only: Consulting fees on hourly, flat, recurring, or fixed-fee basis; fees paid at time of service or upon billing
Oakville, CT
Connecticut · Florida · North Carolina · Rhode Island · South Carolina
Innovation Partners LLC
2026 - Present (1 year)
IP Financial Advisory Services
2026 - Present (1 year)
OSAIC
2024 - 2026 (2 years)
Woodbury Financial Services, inc.
2019 - 2024 (5 years)
Woodbury Financial Services, inc.
2019 - 2024 (5 years)
Questar Asset Management
2017 - 2019 (2 years)
Questar Capital Corporation
2017 - 2019 (2 years)
Ameritas Investment Corp.
2017 - 2017 (1 year)
CCF Investments, Inc.
2009 - 2017 (8 years)
Capital Choice Financial Services
2009 - 2017 (8 years)
NVCC
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63
Wolcott, CT
Farmingbury Financial Services, LLC
CFP®, CFA®, Series 63, Series 65
Newtown, CT
Iron Path Wealth Management, Inc.
PFS™
Carmel, CA
Bleeck Financial Management, Inc.
PFS™
Newtown, CT
Riskin Wealth Management, LLC
Series 63, Series 65
Washington, CT
Goodstead
ChFC®, Series 63, Series 65
Newtown, CT
RLS Financial Group, Inc.
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