Advisor at Succession Financial, Inc
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
Succession Financial, Inc
Location
Mckinney, TX 75069
Credentials
CFP®, ChFC®, Series 63
Industry experience
29 years
Eric Wolfe is a CFP® and ChFC® with 29 years of experience in financial services. He has worked at Succession Financial, Inc. since 2018 and previously spent 10 years at WealthStar Advisors, LLC, as well as 20 years at IDS Life Insurance Company and American Express Financial Advisors Inc. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm employs a mix of passive and active investment strategies, manages approximately $210 million for about 173 clients, and offers services including discretionary portfolio management and retirement plan advisory.
Based on Succession Financial, Inc
Based on Succession Financial, Inc
Ongoing Financial Planning fees range from $2,500 to $35,000 annually, paid monthly or quarterly in advance; fees are negotiable.
$0 - $3,000,000: 1.50% $3,000,001+: Negotiable
300 E. Davis Street, Ste. 152
Mckinney, TX 75069
Texas
Succession Financial, Inc.
2018 - Present (8 years)
WealthStar Advisors, LLC
2016 - 2026 (10 years)
IDS Life Insurance Company
1996 - 2016 (20 years)
American Express Financial Advisors Inc.
1996 - 2016 (20 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.
Verified by Warmer
Series 63, Series 66
Frisco, TX
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Series 63, Series 65, Series 66
Frisco, TX
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Series 63, Series 65
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Series 63, Series 65
Frisco, TX
Avenue Retirement Services
CFP®, Series 66
Plano, TX
Texwealth
Series 65
Frisco, TX
Deerwood Capital, LLC
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