Eric Rodriguez is a registered investment advisor at Core Planning, based in Cherry Hill, NJ. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 359 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cherry Hill, NJ
Get directionsHistory
Regulatory History (1)
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Criminal
June 1992Final Disposition
Employment History
Current Registrations
Core Planning
January 2026 - Present · 3 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
June 2025 - July 2025 · 1 mo
Union Financial CORP.Broker
April 2010 - May 2010 · 1 mo
State Registrations1 state
MO
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.