Erin Vickery is a CFP-designated registered investment advisor at Old Peak Finance, based in Chapel Hill, NC, with 8 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 163 clients with $580M 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 $20.0M | 0.30% |
| $20M+ | 0.05% |
Fee Estimator
Contact
Erin Vickery
Location
100 Europa Drive, Suite 410, Chapel Hill, NC, 27517
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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
Old Peak Finance
Previous Registrations
Sankalpa Financial, L.L.C.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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
Additional Information
A Raleigh native, Erin passed the CFP® exam in 2016 and thrives on helping clients manifest their dreams through efficient, goal-oriented financial planning. She is passionate about bringing financial literacy within grasp of the non-industry public, and her long-term goals include reducing income and wealth disparity through public policy and financial education for K-12 students. Erin received a bachelor’s degree in biology from East Carolina University, a product of her lifelong interest in holistic and integrative wellness practices. When not working with clients, Erin spends her time outdoor adventuring with family and friends and daydreaming about island life.