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Eric Rodriguez

Core Planning
Cherry Hill, NJ
1 Disclosure
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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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 867 clients with $530M in assets under management.

Core Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
867 clients
Average Client Portfolio
$606K average
Assets Under Management
$525.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.

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

Cherry Hill, NJ

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History

Regulatory History (1)
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Criminal
June 1992
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Core Planning
January 2026 - Present · 9 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 Registrations2 states
MONJ
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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