Eric Nelson
Advisor at Independence Wealth
Updated today
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
Independence Wealth
Location
Voorhees, NJ 08043
Credentials
CFP®, Series 66
Industry experience
13 years
About
Eric Nelson is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He is the principal of Independence Wealth, where he has worked since 2018. His prior experience includes roles at Summit Brokerage and Woloshin Investment Management. Nelson is also licensed as a life and health insurance agent, dedicating part of his time to sales and service in that capacity. Independence Wealth serves individuals, high-net-worth clients, and businesses, providing discretionary portfolio management and comprehensive financial planning. The firm focuses on passively oriented portfolios using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers business- and exit-planning advice for corporate clients.
Expertise
Based on Independence Wealth
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial Planning fixed fees from $750 to $15,000
$0 - $250,000: 1.65% $250,001 - $750,000: 1.35% $750,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.95% $5,000,001+: 0.85%
$400 per hour if financial planning engagement terminated early
Account minimum: $750,000 Minimum fee: $2,000 per household or $1,000 per account Fee-only: Financial Planning fixed fees range from $750 to $15,000, negotiable
Location
221 Laurel Road, Suite 180
Voorhees, NJ 08043
Most active in
Eric N has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Work history
Independence Wealth Advisory Services LLC
2018 - Present (8 years)
Woloshin Investment Management
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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