Eric Dorman
Eric Dorman is a CFP-designated registered investment advisor at Oneascent Financial Services LLC, based in Orefield, PA, with 34 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 5,279 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per annum depending on the account type, asset size, and complexity. Fees are negotiable.
Fee Estimator
Location
2340 Pa 309, Orefield, PA, 18069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is a sole proprietor selling life, health, and fixed annuities, dedicating about 10-20% of his time to this. He is also a managing partner/member of Affiliated Financial Planners, LLC, placing life and health insurance and fixed annuities, spending a few hours per week on this. Eric also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oneascent Financial Services LLC
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joseph Hudock, CFPOneascent Financial Services LLC
- Noah Dorman, CFPOneascent Financial Services LLC