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
Series 65
Experience Industry experience
8 years
Location
Santa Rosa, CA 95403
A.E.I. Financial Group
Independent
Total advisors
1Clients per advisor
22 TypicalAvg AUM per client
$149,340 Very LowHNW client ratio
0% LowEric Imbuelten is a financial advisor with A.E.I. Financial Group in Santa Rosa, CA. He holds a Series 65 designation and has 8 years of industry experience. Prior to A.E.I. Financial Group, he worked at Gradient Advisors, LLC. In addition to his advisory role, he owns and operates A.E.I. Tax & Financial, which provides 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 uses third-party platforms for portfolio implementation and provides client education through workshops, combining pension consulting with tax and insurance services.
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
Santa Rosa, CA
3558 Round Barn Blvd. Ste 200
Santa Rosa CA 95403
Advisors at this office
1
California
8 years of industry experience
Advanced Retirement Solutions, Inc. dba A.E.I. Financial Group
2020 - Present • 6 years
Santa Rosa, CA
Gradient Advisors, LLC
2018 - 2019 • 1 year
Arden Hills, MN
Advanced Retirement Solutions, Inc. dba A.E.I. Tax & Financial
2006 - Present • 20 years
Santa Rosa, CA
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.
Series 65
Santa Rosa, CA
Trusted Path Wealth Management, LLC
Hardik Patel is the principal of Trusted Path Wealth Management, LLC in Santa Rosa, CA. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding his firm, he worked as a lead software engineer at Williams-Sonoma Inc., where he continues to hold that role. He also serves as a board member of Catholic Charities of Northwest California. Trusted Path Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a blend of passive and active investment vehicles guided by modern portfolio theory and offers financial planning services on both a project and ongoing basis.
CFP®, Series 66
Rohnert Park, CA
Northbay Advisors
Daniel Peterson is a CFP® with 32 years of industry experience and has been with Northbay Financial Group, Inc. since 2003. He is the president and CEO of North Bay Financial Group, which provides income tax preparation services through its subsidiary Express Income Tax Services. Northbay Advisors is an independent firm serving individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm combines advisory services with an affiliated tax-preparation practice, offering clients integrated tax and planning coordination.
Series 63, Series 65
Santa Rosa, CA
Harry Licursi Tax & Retirement Planning
Harry Licursi is the sole advisor at Harry Licursi Tax & Retirement Planning in Santa Rosa, CA, with 19 years of industry experience and registrations including Series 63 and Series 65. He has operated his independent firm since 2004, providing financial advisory and tax services. Harry Licursi Tax and Retirement Planning offers personalized investment advisory, financial consulting, asset management, and pension consulting to individuals, trusts, estates, endowments, corporations, and retirement plans. The firm integrates investment management with tax advice as an IRS Enrolled Agent and emphasizes diversified portfolios tailored to client risk tolerance and time horizon.
Santa Rosa, CA
McDonell, Mark Robert
Mark McDonell is a financial advisor based in Santa Rosa, CA, with two years of industry experience. He is a CPA and Personal Financial Specialist with over 37 years of accounting experience through his role at Mark R McDonell, CPA. His firm, McDonell, Mark Robert, combines accounting and advisory services with personal financial planning, offering fee-only compiled financial statements, auditing, tax preparation, and planning. The firm focuses on audit-ready financial reporting and integrates tax considerations into financial plans, serving clients requiring GAAP-based compilations and audit-capable services.
CFP®, Series 63
Healdsburg, CA
Gemmer, Robert Arden
Robert Gemmer is a CFP® professional with 47 years of experience in financial and investment planning. He has operated as a self-employed advisor since 1979 and currently leads his independent firm, Gemmer, Robert Arden, based in Healdsburg, CA. He is also licensed as a life, health, and disability insurance agent. His firm provides financial planning and portfolio management primarily to individual clients, as well as trusts, employer-sponsored retirement plans, and self-employed business retirement accounts. Investment recommendations are tailored to each client’s objectives and risk profile, with diversified asset allocation and discretionary management implemented through third-party custodians.
Series 63, Series 66
Windsor, CA
Integritas Semper, LLC
Thomas Drake is the sole advisor at Integritas Semper, LLC, an independent registered investment adviser based in Windsor, CA. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to founding Integritas Semper in 2010, he was associated with Grove Point Investments, LLC. Drake is also an insurance agent, marketing investment-related insurance products. Integritas Semper provides portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and municipal entities. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives within separately managed accounts to implement its trading strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)