Eric Carlson is a CFP-designated registered investment advisor at Accelerate Retirement, based in Riverside, CA, with 12 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, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,076 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annualized fee is 1.50%. Fees are negotiable on a per-client basis.
Fee Estimator
Location
Riverside, CA
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 Activities
Eric volunteers as a mountain biking coach at Woodcrest Christian School, dedicating about 10-20% of his time. He is also the president of Presage Financial Corporation (for accounting purposes only), an enrolled agent at Carlson Tax Services, and a broker at both ProServ Realty and ProServ Mortgage, spending a few hours per week on each of the latter three activities.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
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.
Exams
More Advisors
- Rex Ramsey, CFPHorace Mann Investors, INC.
- Don Stalker, CFPCambridge Investment Research Advisors, INC.
- Lynette Atchley, CFP, PFSCetera Investment Advisers LLC
- Randy Barkley, CFPTricord Advisors, INC.
- Todd Dreyer, CFPLPL Financial LLC
- Christopher Marsh, CFP