Eric Scott Faul
Advisor at CHF Wealth Management, LLC — Lafayette, LA
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.
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.
Credentials
CFP®, PFS™, Series 66
Experience Industry experience
15 years
Location
Lafayette, LA 70508
CHF Wealth Management, LLC
Team
Total advisors
5Clients per advisor
39 LowAvg AUM per client
$0 Very LowHNW client ratio
0% Very LowEric Faul is a financial advisor with CHF Wealth Management, LLC, holding the CFP® and PFS™ designations, and has 14 years of industry experience. He has worked at CHF Wealth Management since 2009 and is also a CPA with Clark, Hanes & Faul, LLC, a firm he has been affiliated with since 2004. Outside of his advisory role, he serves as president of Eric S Faul CPA, LLC, a tax and financial planning business. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to guide portfolio construction across a range of risk levels and monitors accounts quarterly.
Based on CHF Wealth Management, LLC
$0 - $2,000,000: 1.50% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000+: 0.80%
Account minimum: $50,000
Lafayette, LA
201 Rue Iberville, Suite 710
Lafayette LA 70508
Advisors at this office
5
Louisiana
15 years of industry experience
CHF Wealth Management, LLC
2009 - Present • 17 years
Lafayette, LA
Clark, Hanes & Faul, LLC
2004 - Present • 22 years
Lafayette, LA
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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