Erickson Financial Group, LLC

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Client assets under management

$195,525,186

Clients

260

34% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$752,020

About

The firm provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, managing about $198.9 million across roughly 260 client relationships with a three‑advisor team. Services include discretionary portfolio management, standalone or integrated financial planning, and retirement plan advisory work for plan sponsors.

Investment decisions are guided primarily by fundamental analysis and a long‑term orientation, with portfolios typically constructed from exchange‑traded funds, low‑cost mutual funds and individual equities and monitored on a continuous basis with formal reviews at least annually. The adviser customizes asset allocations to client goals and risk tolerances, but may execute shorter‑term trades for rebalancing or tactical reasons and applies an internal due‑diligence process before adding positions (including, in some cases, leveraged ETF exposures).

Notable features relative to peers include a relatively large asset base for a three‑advisor firm and an institutional custody relationship that provides technology, trade execution benefits and access to certain investments without direct minimums. The firm’s advisory personnel also hold insurance licenses and the firm serves as an ERISA fiduciary for retirement plans, resulting in mixed revenue sources (advisory fees plus potential insurance commissions) that clients should consider when evaluating recommendations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Fixed fee financial planning engagements range from $600 to $9,000

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%

Commissions

Certain advisory persons earn commissions from insurance sales, separate from advisory fees

Project-based

$300 per hour for standalone financial planning services

Other

Fee-only: Investment advisory fees are tiered as above; financial planning offered separately as hourly or fixed fees; retirement plan advisory fees up to 0.50% annually

Main office location

Erickson Financial Group, LLC

1011 Brookside Road, Suite 165

Allentown PA 18106, United States

Number of offices

Most active in

New Jersey · Pennsylvania · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website (484) 209-5270

Advisors at this firm

Timothy E

Series 65

Allentown, PA

Erickson Financial Group, LLC

Timothy Erickson is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at Erickson Financial Group, LLC since 2019 and previously at MML Investors Services, LLC under the same dba from 2012 to 2019. Erickson is also a licensed insurance professional. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, managing primarily long-term, customized portfolios using ETFs, low-cost mutual funds, and individual equities.

General retirement planning Cash flow / budgeting

Chad W

Series 65

Allentown, PA

Erickson Financial Group, LLC

Chad Wakeman is a financial advisor at Erickson Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Erickson Financial Group in 2025, he worked at Vector Security and RB Global and spent ten years at Johnson Controls. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, and offers formal retirement-plan services as an ERISA fiduciary.

General retirement planning Cash flow / budgeting

Kerry E

ChFC®, Series 63, Series 66

Allentown, PA

Erickson Financial Group, LLC

Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.

General retirement planning Cash flow / budgeting

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