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CFA
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CFA

Eric Willer

Ip Financial Advisory Services LLC
21 Years of Experience
Dallas, TX
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Eric Willer is a CFA-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Dallas, TX, with 21 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Dallas, TX

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2023
Regulatory
December 2021
Final
Judgment / Lien
December 2020
Judgment / Lien
December 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is involved in several outside business activities. These include tax advisory services, financial plans, life insurance sales, solar panel referrals, and working as a life insurance agent for Capstone Colorado and Mass Mutual, dedicating a few hours per week to each.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
February 2025 - Present · 1 yr 8 mos
Innovation Partners LLC
August 2023 - Present · 3 yrs 2 mos
Innovation Partners LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Direct Source Wealth Advisory
May 2023 - December 2024 · 1 yr 7 mos
Kestra Investment Services, LLCBroker
June 2020 - April 2021 · 10 mos
Kestra Advisory Services, LLC
June 2020 - April 2021 · 10 mos
Fusion Analytics Investment Partners LLC
August 2017 - December 2019 · 2 yrs 4 mos
Fusion Analytics Securities LLCBroker
August 2015 - June 2020 · 4 yrs 10 mos
Fusion Analytics Investment Partners LLC
October 2010 - December 2016 · 6 yrs 2 mos
Fusion Analytics Securities LLCBroker
August 2009 - December 2011 · 2 yrs 4 mos
Hoak Breedlove Wesneski & CO.Broker
June 2000 - October 2001 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
September 1994 - August 1997 · 2 yrs 11 mos
Lehman Brothers INC.Broker
September 1992 - September 1994 · 2 yrs
State Registrations23 states
ALAZCACOGAIAIDILKSMIMNNENVNYPASCSDTNTXUTVAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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