Eric Weissman is a registered investment advisor at Creative Planning, based in Overland Park, KS, 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 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
5454 W. 110th Street, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other 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
Previous Registrations
Cetera Wealth Services, LLCBroker
Sageview Advisory Group, LLC
Forusall
Bpm Advisors, INC.
Bpm Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, 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.