Eric Neuwirth
Eric Neuwirth is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in Naples, FL, with 44 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
11864 Gardenia Avenue, Naples, FL, 34120
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Regulatory History (3)
Regulatory
October 2025Customer Dispute
December 1992Regulatory
October 1989Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
North Ridge Securities CORP.Broker
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Moore & Schley, Cameron & CO.Broker
State Registrations10 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.