Eric Whitener
Eric Whitener is a registered investment advisor at Advisory Services Network, based in Hickory, NC, with 14 years of industry experience. 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1440 Old Lenoir Road, Suite D, Hickory, NC, 28601
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Eric is a life and health insurance agent as part of his financial planning services, spending a few hours per week. He is also a managing partner in Grayton & Jamison LLC, a real estate venture, and a managing member of Grayton & Jamison II LLC, which owns investment real estate. Finally, Eric is a member/partner in Jacobs For South LLC, a service company for his advisory practice.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Omnistar Financial Group, INC.
State Registrations1 state
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.