Advisor at LifeFirst Wealth, LLC
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Firm
LifeFirst Wealth, LLC
Location
Huntsville, AL 35808
Credentials
Series 65
Industry experience
1 year
Erik Buatte is a financial advisor at LifeFirst Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Astrion, Longview Financial Advisors, Inc., and ERC, Inc. Outside of his advisory role, he is involved in other employment that occupies a significant portion of his time. LifeFirst Wealth, LLC is an independent firm that provides fee-only financial planning and discretionary portfolio management primarily for individual clients. The firm combines modern portfolio theory with fundamental and technical analysis, using a mix of active and passive investment vehicles focused on asset allocation, tax efficiency, and ongoing monitoring.
Based on LifeFirst Wealth, LLC
Project-Based Financial Planning hourly rate is $250
Compass Program fees are $XX per employee per month (exact amount not stated), with minimum one-year commitment
Account minimum: $200,000 Minimum fee: Initial fee up to $600 for construction of comprehensive financial plan, maximum annual fee $7,500 Fee-only: LifeFirst Wealth, LLC is a fee-only firm; compensation solely from clients for services
4100 Market Street Sw, Suite 100, Pmb #1294
Huntsville, AL 35808
Alabama · Texas
AI Signal Research, Inc. (ASRI)
2025 - Present (1 year)
Astrion
2024 - 2024 (1 year)
LifeFirst Wealth, LLC
2024 - Present (2 years)
Longview Financial Advisors, Inc.
2022 - 2024 (2 years)
ERC, Inc.
2015 - 2022 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
CFA®
Huntsville, AL
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