Advisor at A.E.I. Financial Group
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.
Location
Santa Rosa, CA 95403
Credentials
Series 65
Industry experience
7 years
Eric Imbuelten is a financial advisor at A.E.I. Financial Group in Santa Rosa, CA, holding a Series 65 designation with seven years of industry experience. He has worked at A.E.I. Financial Group since 2020 and previously at Gradient Advisors, LLC. Outside of his advisory role, he owns and operates A.E.I. Tax & Financial, providing retirement planning, insurance sales, tax preparation, and resolution services. A.E.I. Financial Group offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm utilizes third-party platforms for portfolio implementation and provides financial planning and educational workshops, while also delivering fiduciary services for qualified retirement plans.
Based on A.E.I. Financial Group
Based on A.E.I. Financial Group
Fixed financial planning fees between $1,500 and $4,000
$0+: 1% to 1.5% annually (based on household account size, negotiable) Up to $1,000,000 - $1,000,000: 2.00% maximum annual advisory fee (Strategic & Tactical Portfolios total); Gradient Investments portion 1.00%, A.E.I. Financial Group retention 1.00% $1,000,001 - $2,000,000: 1.65% maximum annual advisory fee; Gradient Investments 0.80%, A.E.I. Financial Group retention 0.85% $2,000,001 - $3,000,000: 1.20% maximum annual advisory fee; Gradient Investments 0.60%, A.E.I. Financial Group retention 0.60% Over $3,000,000+: 0.95% maximum annual advisory fee; Gradient Investments 0.45%, A.E.I. Financial Group retention 0.50% Up to $1,000,000 - $1,000,000: 1.70% maximum annual advisory fee (Allocation Portfolios total); Gradient Investments 0.70%, A.E.I. Financial Group retention 1.00% $1,000,001 - $2,000,000: 1.35% maximum annual advisory fee; Gradient Investments 0.60%, A.E.I. Financial Group retention 0.75% $2,000,001 - $3,000,000: 1.00% maximum annual advisory fee; Gradient Investments 0.50%, A.E.I. Financial Group retention 0.50% Over $3,000,000+: 0.80% maximum annual advisory fee; Gradient Investments 0.40%, A.E.I. Financial Group retention 0.40% All Values+: 0.60% maximum annual advisory fee (Client Directed Accounts total); Gradient Investments 0.30%, A.E.I. Financial Group retention 0.30% (minimum quarterly fee $25)
Insurance products commissions, external compensation from sales by licensed insurance agents
$247 per hour for financial planning services
Fee-only: Hourly financial planning fees at $247 per hour; Fixed fees between $1,500 and $4,000 for financial plans
3558 Round Barn Blvd. Ste 200
Santa Rosa, CA 95403
California
Advanced Retirement Solutions, Inc. dba A.E.I. Financial Group
2020 - Present (6 years)
Gradient Advisors, LLC
2018 - 2019 (1 year)
Advanced Retirement Solutions, Inc. dba A.E.I. Tax & Financial
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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