Advisor at BrightPath Financial Advisors, LLC
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
BrightPath Financial Advisors, LLC
Location
Etters, PA
Credentials
Series 65
Industry experience
2 years
Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is CEO and owner of FTF Holdings, LLC, where he actively engages in day trading and market analysis. BrightPath Financial Advisors, LLC provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified asset-allocation models and integrates insurance analysis within its financial planning services, serving a client base that includes employer-sponsored plans and held-away institutional accounts.
Based on BrightPath Financial Advisors, LLC
Fixed fees up to $5,000 for financial planning services; ongoing plan maintenance fees up to $350 per month.
up to 2%, negotiable
Up to $250 per hour for financial planning services.
Account minimum: $100,000 Fee-only: Fixed fees up to $5,000 for financial planning; hourly fees up to $250/hour; ongoing plan maintenance fees up to $350/month.
Etters, PA
Pennsylvania
BrightPath Financial Advisors, LLC
2023 - Present (3 years)
BrightPath Financial Advisors, LLC
2022 - Present (4 years)
McClure Company
2014 - 2022 (8 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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®
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Series 63, Series 65
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Retirement Collaborative LLC
Series 63, Series 65
Harrisburg, PA
William J. Sumski
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