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Erin Fago

Advisor at Eagle Wealth Strategies

Updated today
Eagle Wealth Strategies logo

Firm

Eagle Wealth Strategies

Location

Mullica Hill, NJ 08062

Credentials

ChFC®, Series 63, Series 65

Industry experience

4 years

About

Erin Fago is a financial advisor at Eagle Wealth Strategies with 4 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Eagle Wealth Strategies in 2023, Erin worked at Raymond James Financial Services and Merrill Lynch. Eagle Wealth Strategies is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a fundamentally driven investment approach using diversified model portfolios of low-cost mutual funds, ETFs, and individual equities with a long-term orientation, supplemented by an independent third-party investment consultant.

Client services

Based on Eagle Wealth Strategies

Financial planning Portfolio management Consulting fees

Expertise

Based on Eagle Wealth Strategies

Private / alternative investments Real estate investing Wealth management

Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $2,500,000: 0.85% $2,500,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $8,500,000: 0.65% $8,500,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Other

Account minimum: $500,000 Fee-only: Consulting fee up to 1.00% annually on assets under management for MSI Brokerage Customers with written consent.

Location

118 Bridgeton Pike

Mullica Hill, NJ 08062

Most active in

New Jersey

Work history

Eagle Wealth Strategies LLC

2023 - Present (3 years)

Raymond James Financial Services Advisors, Inc.

2022 - 2023 (1 year)

Raymond James Financial Services Inc

2022 - 2023 (1 year)

Merrill

2021 - 2022 (1 year)

Beachwood at the Dunes (MRG Liquors)

2020 - 2020 (1 year)

Marine Equipment & Supply Co.

2020 - 2020 (1 year)

UNEMPLOYED

2019 - 2020 (1 year)

Beachwood at the Dunes (MRG Liquors)

2019 - 2019 (1 year)

UNEMPLOYED

2018 - 2019 (1 year)

Doc Magrogan's Oyster House (MRG Liquors)

2018 - 2018 (1 year)

Harvest Seasonal Grill and Wine Bar

2017 - 2018 (1 year)

Vino Volo

2016 - 2017 (1 year)

The Wine Cellar at Harry's (Montreal Resort)

2016 - 2016 (1 year)

Artex Knitting Mills

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Active portfolio management Passive / index investing
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

General tax planning College savings (529s, UTMA, etc.)

Kristy R

CFP®

Haddonfield, NJ

Onroute Financial

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: hello@onroutefinancial.com if you have any questions, and you can schedule a complimentary intro call to learn more.

Business ownership considerations Business exit / sale strategy Business succession planning Women Business Owners Gen Y/Millennials (Born 1980-1995)
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Francis M

CFP®, Series 66

Cherry Hill, NJ

CoAdjutant Financial Planning Services

Life insurance needs analysis Disability insurance Long-term care insurance General retirement planning Equity compensation tax strategy Founder/Business Owner Executive

Jason M

CFP®, CPA

Aston, PA

JRM Tax & Wealth Management, LLC

I often hear two common questions from my clients: "Am I saving enough for retirement?" and "How can I reduce my tax burden?". These are crucial questions that need comprehensive and objective financial planning. I’m passionate about helping my clients find financial clarity and achieve their financial goals with personalized planning and investment strategies, with a special focus on tax planning. My mission is to help individuals, families, retirees, and business owners make wise financial decisions and effectively grow, manage, and protect their assets throughout life's various and often complex transitions. As a fee-only financial planner and fiduciary, I always put my client's interests first. I never receive any commission or incentive and I have an obligation to provide unbiased and trustworthy financial advice. I’m happy to offer flexible fee arrangements for clients who wish to manage their own investments. I am a CERTIFIED FINANCIAL PLANNER™ professional as well as a Pennsylvania-licensed Certified Public Accountant. I live in Delaware County, Pennsylvania with my wonderful wife, Whitley, and our beautiful daughter.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Self-Employed Gen Y/Millennials (Born 1980-1995)
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