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ER
CFP
ER
CFP

Eric Reinhold

Eversource Wealth Advisors, LLC
28 Years of Experience
Mount Dora, FL
1 Disclosure
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Eric Reinhold is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Mount Dora, FL, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B in assets under management.

Eversource Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
4,338 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.

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

Location

1502 North Donnelly Street, Suite 106B, Mount Dora, FL, 32757

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History

Regulatory History (1)
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.
Customer Dispute
November 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is the President of Character 4 Kids, Inc. and an author of fiction and non-fiction books, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
February 2013 - March 2023 · 10 yrs 1 mo
Ameriprise Financial Services, LLCBroker
January 2013 - March 2023 · 10 yrs 2 mos
Commonwealth Financial Network
April 2007 - February 2013 · 5 yrs 10 mos
Commonwealth Financial NetworkBroker
April 2007 - February 2013 · 5 yrs 10 mos
Lincoln Financial Advisors Corporation
April 1999 - April 2007 · 8 yrs
Lincoln Financial Advisors CorporationBroker
April 1999 - April 2007 · 8 yrs
The Lincoln National Life Insurance CompanyBroker
April 1999 - April 2006 · 7 yrs
Lincoln Financial Advisors CorporationBroker
September 1993 - March 1995 · 1 yr 6 mos
The Lincoln National Life Insurance CompanyBroker
September 1993 - March 1995 · 1 yr 6 mos
State Registrations2 states
FLTX
Advisor

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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