Erick Hoyer is a registered investment advisor at Creative Planning, based in El Dorado Hills, CA, with 31 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
4364 Town Center Blvd, Suite 203, El Dorado Hills, CA, 95762
Get directionsHistory
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
Erick owns a rental property in Kings Beach, CA, since 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
A. G. Edwards & Sons, INC.Broker
E*trade Securities, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations2 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.