Eric Welch is a registered investment advisor at Harbour Wealth Partners, INC., based in Indianapolis, IN, with 32 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Advisory Services (PAS)/Financial Plans: Fees are hourly, with a minimum of $300. The total fee is estimated in advance and depends on the scope of the engagement.
- Business Advisory Services (BAS): Fees are hourly, with a minimum of $400. The total fee is estimated in advance and depends on the scope of the engagement.
- Personal CFO Services: Fees can be a flat annual fee, billed quarterly, and/or hourly fees, billed quarterly. The annual fee is based on the services the client chooses to include in the annual engagement agreement.
Location
9820 Westpoint Drive Ste. 400, Indianapolis, IN, 46256
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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 Activities
Eric operates under the DBAs Live Well Sleep Well and Harbour Wealth Partners, Inc. He provides financial planning and consulting services through Harbour Wealth Partners, Inc, spending minimal time on these activities.
Employment History
Current Registrations
Harbour Wealth Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Executive Financial Advisors, INC.
MML Investors Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations29 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.