Erickson Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Jefferson City MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Erickson Financial Solutions · Erickson Financial Solutions, LLC · Fee Only Investment Advisors, LLC · Investment And Tax Strategies, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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