Eric Dahl is a registered investment advisor at The Delta Group, based in Sonoma, CA, with 43 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 29 clients with $49M 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 | Included |
Fee Estimator
Location
651-C Broadway St., Sonoma, CA, 95476
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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.
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Eric works full-time at Delta Group (RIA), a fee-based firm started in 1984.
Employment History
Current Registrations
The Delta Group
Oak Tree Securities, INC.Broker
Oak Tree Securities, INC.
Previous Registrations
The Delta Group
E.F. Daly Financial GroupBroker
Shuman, Orth & Company, INC.Broker
Planner's Independent Management, INC.Broker
Granite CapitalBroker
Private Ledger Financial Services, IncorporatedBroker
Financial Planners Equity CorporationBroker
Waddell & Reed, INC.Broker
State Registrations3 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.