Advisor at Baskin Financial Planning
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
Baskin Financial Planning
Location
Colorado Springs, CO
Credentials
CFP®, Series 65
Industry experience
4 years
Erik Baskin is a CFP® and Series 65-licensed financial advisor based in Colorado Springs, CO, with six years of experience at Baskin Financial Planning LLC. He served in the United States Air Force from 2014 to 2023, including a one-year period from 2022 to 2023. Baskin Financial Planning is an independent, single-advisor firm serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm manages approximately $29.3 million across about 50 clients, utilizing globally diversified, primarily passive portfolios aligned with clients’ risk tolerance and goals.
Based on Baskin Financial Planning
Based on Baskin Financial Planning
Project-Based Financial Planning starting at $1,500; Ongoing Comprehensive Financial Planning upfront fee $500-$3,000 plus ongoing monthly fee $250-$3,000
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.50%
Colorado Springs, CO
Colorado · Texas
U.S. Air Force
2022 - 2023 (1 year)
Baskin Financial Planning LLC
2020 - Present (6 years)
United States Air Force
2018 - 2022 (4 years)
United States Air Force
2014 - 2018 (4 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
Colorado Springs, CO
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