Erickson Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,500,000
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$300,000
About
Erickson Financial Solutions serves individual clients and provides investment portfolio management and comprehensive financial planning, typically under percentage-of-AUM advisory arrangements. The firm’s brochure indicates its services cover retirement, tax, and estate planning topics alongside ongoing portfolio oversight.
The firm’s approach emphasizes comprehensive planning informed by advanced professional credentials (CFP®, Accredited Wealth Management Advisor, Chartered Retirement Planning Consultant) and graduate-level business and legal education. The brochure describes long-term practice continuity and a focus on delivering tailored advice to a small client base rather than institutional solutions.
Distinctive features noted in the brochure include the principal’s combination of a law degree and MBA with multiple financial planning designations, the adviser’s self-supervisory structure, and the absence of outside business activities or additional compensation. Managing roughly $4.5 million in client assets across about 15 clients, the firm’s concentrated AUM and limited client roster are smaller than many peers, suggesting a high degree of direct involvement by the managing professional.
Client services
Expertise
Main office location
Erickson Financial Solutions, LLC
Jefferson City MO, United States
Number of offices
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")