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Eric Potts

Advisor at Moment Financial Planning

Updated today

Firm

Moment Financial Planning

Location

Circleville, OH

Credentials

Series 65

Industry experience

9 years

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Planning: $500 - $3,000 upfront plus $125 - $300 monthly retainer; Foundations Financial Planning Program: $250 - $500 upfront plus $125 - $250 monthly; Foundations Ongoing Support: $65 per month; Quick Start Financial Planning: $400 or $600 fixed fee

Percentage

$0 - $300,000: 0.75% $300,001 - $1,000,000: 0.50% $1,000,001+: 0.25%

Project-based

$150 per hour (negotiable)

Work history

Equinix, Inc

2024 - Present (2 years)

Pivotal Drive LLC dba Nova Advisory LLC

2023 - 2024 (1 year)

Accelalpha Inc

2021 - 2023 (2 years)

Key Perfomance Ideas, Inc

2014 - 2021 (7 years)

Disclosures

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

Charles P

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Religious/faith focused

Ronald M

Series 66

Ashville, OH

Merrill

Ronald McClure is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on personal retirement planning, tax minimization, and retirement income strategies. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Ronald is part of the Hatley Strand McClure Team, which brings over 65 years of combined experience to provide a client-first approach to wealth management, emphasizing honesty, integrity, and proactive communication. Ronald’s professional background includes entrepreneurial experience founding RAM II Companies, a lawn care and home maintenance business, and serving as Director of Transportation for a local school district. His approach centers on building trusted relationships and guiding clients to establish and maintain a legacy for themselves and their families. Ronald holds a Bachelor's Degree from The Ohio State University and is a Personal Investment Advisor (PIA). He is actively involved in his community as a member of the Grove City Church of The Nazarene and as Sergeant at Arms of the Grove City Rotary Club. Outside of his professional and community activities, Ronald enjoys spending time with his wife Jennifer and their five children. His personal interests include boating, camping, table tennis, and volleyball. He also participates in the OSU Alumni Band and is a supporter of Ohio State sports.

General retirement planning Retirement income strategy Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Parents

Diane H

Series 63

Circleville, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner

Jonathan M

Series 66

Ashville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner

Caleb N

Series 66

Circleville, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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Dylan B

Series 65

Ashville, OH

Pace Financial Advisors

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