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Sooner Private Financial LLC

Updated today

Client AUM

$8,995,352

Clients

57

Advisors

1

of 2 employees

About

Sooner Private Financial LLC is an SEC‑registered independent investment adviser managing roughly $9 million for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, foundations, endowments and small businesses. The firm offers discretionary asset management, fee‑based financial planning and consulting, and access to third‑party money managers and a turnkey portfolio platform.

The firm pursues active, tailored portfolio management using fundamental analysis, modern portfolio theory, technical and cyclical analysis, and conducts regular monitoring and rebalancing to align portfolios with client objectives. It also conducts due diligence on and offers access to illiquid direct participation investments and special‑circumstance DPIs (for example, 1031 exchanges, Qualified Opportunity Zones and oil and gas programs), relying on sponsor‑reported valuations for those holdings.

Notable distinctions include affiliated entities that provide estate planning, tax planning, insurance/risk management, business advisory and project‑management services billed outside the advisory relationship, and adviser(s) who are insurance‑licensed and may recommend insurance products. The firm relies on custodial statements for client reporting rather than issuing its own quarterly performance statements and makes use of the Signal turnkey platform and third‑party managers, which can introduce additional operational and liquidity considerations compared with many peers.

Client services

Financial planning Portfolio management Selection of other advisers Alternative investments

Expertise

Private / alternative investments Business exit / sale strategy

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Fee options

Fixed

Fixed fee financial planning ranging from $750 to $30,000

Percentage

$0 - $750,000: 1.95% $750,001 - $2,000,000: 1.7% $2,000,001 - $4,000,000: 1.45% $4,000,000+: Negotiable

Commissions

Insurance products commissions for life, disability, health, and long-term care insurance

Project-based

Hourly financial planning fees ranging from $225 to $575 per hour

Other

Fee-only: Fixed fee financial planning: $750 to $30,000; Hourly financial planning: $225 to $575 per hour

Main office

90 Stiles Road Suite 201

Salem NH 03079

Advisors at this office

1

Most active in

New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

Eric C

Series 66

Salem, NH

Sooner Private Financial LLC

Eric Cooper has spent his life building and leading. From starting his first business at 15 to founding the Sooner family of companies, he has always been driven by a singular purpose: helping people align their wealth with their values and create a life of clarity, impact, and freedom. For 14 years, Eric has navigated nearly every corner of the financial industry, banking, insurance, wealth management, business consulting, only to discover the same problem repeated everywhere: fragmented advice. Traditional firms prioritize scalability and products, leaving clients with disjointed strategies and blind spots that hold them back. Eric built Sooner Private Financial Council to change that. Acting as an integrated command center, his team brings together six essential disciplines: advanced tax planning, wealth management, income planning, risk management, estate and legal strategy, and business value acceleration. This unified approach helps purpose-driven clients break free from confusion, outgrow outdated teams, and achieve total command over their financial lives. Clients who once felt overwhelmed or uncertain experience a powerful shift: from reactive to proactive, from imposter syndrome to absolute confidence. This is the transformation Eric lives to create, turning wealth into a force that reflects who you are and what you stand for. A national champion public speaker, devoted husband, and father of five, Eric lives in New Hampshire, where he pursues wild places as a hunter, coaches youth basketball, and continues his lifelong study of leadership and building things that matter.

Private / alternative investments Business exit / sale strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs
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