EP
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Eric Pirhalla

22 Years of Experience
Malvern, PA
Sells Insurance

Eric Pirhalla is a registered investment advisor at True Horizon Wealth Advisors, LLC, based in Malvern, PA, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 51 clients with $38M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$735K average
Assets Under Management
$37.5M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

603 West Swedesford Road, Malvern, PA, 19355

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is an insurance agent and a 50% owner and VP of Marketing & Sales at HNT Grid Systems, a data services company, since 2020. He spends minimal time on the latter activity.

Employment History
Current Registrations
True Horizon Wealth Advisors, LLC
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2003 - March 2014 · 10 yrs 3 mos
State Registrations2 states
PATX
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.
Eric Pirhalla - Financial Advisor | TrueAdvisor