Eric Niergarth
Eric Niergarth is a CFP-designated registered investment advisor at Retirement Roadmap Financial Planning, based in San Diego, CA, with 15 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 41 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Roadmap Financial Planning's fee for wealth management services ranges from $500 to $5,000 per quarter, paid after the quarter ends. The fee depends on the complexity of your financial situation and the services you need. This service can be provided with or without the firm having the authority to make trades without your prior approval.
Contact
Eric Niergarth
Location
San Diego, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Retirement Roadmap Financial Planning
Previous Registrations
Origin Financial
Illumination Wealth Management
LPL Financial LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, 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.