Advisor at Atlas Peak Advisors, 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
Atlas Peak Advisors, Inc.
Location
Incline Village, NV
Credentials
CFP®, Series 65
Industry experience
13 years
Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.
Based on Atlas Peak Advisors, Inc.
Based on Atlas Peak Advisors, Inc.
$1,500 to $4,500 per fixed fee financial planning engagement
$0 - $500,000: 0.9% annually $500,001+: 0.8% annually
$350 per hour
Annual financial planning fee ranging from $1,500 to $4,500, paid quarterly in arrears
Account minimum: $100,000
Incline Village, NV
California · Massachusetts · Nevada · New York · Rhode Island
Atlas Peak Advisors, Inc.
2013 - Present (13 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
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.
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