Advisor at Root Financial Partners
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
Root Financial Partners
Location
Ridgefield, WA
Credentials
CFP®, Series 65
Industry experience
5 years
Fixed fees for financial planning generally range from $2,000 to $65,000 depending on engagement scope.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001 - $50,000,000: 0.30% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
Hourly fees for financial planning between $250 and $750 per hour, negotiable by complexity.
Account minimum: No minimum account size required (the previous $2 million minimum was removed); however, there is a minimum annual advisory fee of $10,000. Minimum fee: Minimum annual advisory fee of $10,000 applies if asset-based fees are below this amount. Fee-only: Financial planning fixed fees range from $2,000 to $65,000; hourly fees from $250 to $750 per hour.
Root Financial Partners
2025 - Present (1 year)
Pure Portfolios Holdings LLC
2020 - 2025 (5 years)
UnEmployed
2020 - 2020 (1 year)
E*TRADE Capital Management, LLC
2020 - 2020 (1 year)
E*TRADE Securities LLC
2019 - 2020 (1 year)
U.S. Bank
2016 - 2019 (3 years)
Portland State University
2016 - 2019 (3 years)
McCormick & Schmick's
2016 - 2016 (1 year)
State College of Florida
2015 - 2016 (1 year)
Shore Diner
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Battle Ground, WA
Edward Jones
CFP®, Series 66
Ridgefield, WA
Edward Jones
CFP®, Series 63, Series 66
Scappoose, OR
Edward Jones
ChFC®, Series 66
Scappoose, OR
Edward Jones
Series 66
Vancouver, WA
Edward Jones
Series 66
Vancouver, WA
Merrill
Eric Schwartz is a Private Wealth Advisor with Merrill Private Wealth Management, where he is a member of the Private Execute Services group. In this role, he concentrates on fixed-income strategies and is responsible for the team's fixed-income trading and manager selection. Eric began his career at Merrill in 2000, bringing prior experience from Southern Company, where he traded electricity and natural gas futures and options, and from Rodman & Renshaw, where he served as an assistant fixed-income trader. Eric holds a Bachelor of Business Administration in Finance from the University of Massachusetts at Amherst, earned in 1993, and a Master of Business Administration in Finance from the Goizueta Business School at Emory University, completed in 1997. He also holds the designation of Personal Investment Advisor (PIA). Residing in Glen Rock, New Jersey, Eric is actively involved in his community through coaching youth sports and participating in his synagogue. His personal interests include basketball, cooking, reading, music, tennis, and spending time with his family.
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