Erlandson Wealth Management provides investment advisory services to individuals and families. Services include asset management (offered on a wrap fee basis), financial planning, and college planning. Financial planning covers investment, retirement, estate, charitable, education, tax, real estate, debt, and insurance planning. Erlandson Wealth Management uses software-based plans and refers clients to other specialists as needed.
Assets Under Management$68M
Clients139
Advisors2
Avg. per Client$490K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Erlandson Wealth Management offers asset management services only through a wrap fee program. The fees for this service are described in a separate wrap fee brochure.
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