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Eric Weissman

Creative Planning
19 Years of Experience
Redwood City, CA
1 Disclosure
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Eric Weissman is a registered investment advisor at Creative Planning, based in Redwood City, CA, with 19 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 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

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

Location

1775 Woodside Road, Suite 201, Redwood City, CA, 94061

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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
May 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric is an Investment Advisory Representative at Sageview Advisory Group, an SEC registered investment advisory firm, since 2018. This activity takes up about a full-time commitment, with the majority of the hours during trading hours.

Employment History
Current Registrations
Creative Planning
December 2025 - Present · 10 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
January 2022 - December 2025 · 3 yrs 11 mos
Sageview Advisory Group, LLC
April 2018 - January 2026 · 7 yrs 9 mos
Forusall
August 2017 - March 2018 · 7 mos
Bpm Advisors, INC.
January 2015 - August 2017 · 2 yrs 7 mos
Bpm Advisors, INC.
November 2014 - December 2014 · 1 mo
Lincoln Financial Advisors Corporation
January 2012 - September 2014 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
January 2012 - September 2014 · 2 yrs 8 mos
VALIC Financial Advisors, INC.
December 2006 - January 2012 · 5 yrs 1 mo
VALIC Financial Advisors, INC.Broker
October 2006 - January 2012 · 5 yrs 3 mos
State Registrations2 states
CATX
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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