Erlandson Wealth Management

Erlandson Wealth Management serves individual and high net worth clients and provides wrap-fee asset management alongside financial planning and college planning services using MoneyGuidePro and College Aid Pro. The firm is a small advisory team with two advisors serving 139 clients and offers individualized planning and consulting in areas such as retirement, estate, and education planning.

The firm offers asset management only through a wrap-fee program and typically manages accounts on a non-discretionary basis; it reported $0 in discretionary assets and $67,660,000 in non-discretionary assets as of December 31, 2025. Investment implementation emphasizes asset allocation, use of ETFs and mutual funds, and a mix of long- and short-term purchase strategies while maintaining cash in conservative instruments for fee processing and liquidity.

What is noteworthy about the firm compared to peers is its role as a wrap-fee program sponsor while operating primarily with non-discretionary authority—both features that are uncommon among similarly supported firms. Additional operational features include software-based financial planning deliverables, a waiver of the standalone planning fee if clients move into managed accounts, and a stated practice of not accepting proxy voting authority for client securities.