Erickson Financial Group, LLC fees and pricing

Financial planner in Allentown, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 26, 2026, Erickson Financial Group, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the scope of services, the complexity of the services to be provided, the experience of the Advisory Person delivering the services, and the overall relationship with the Advisor.”

Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
3 of the 6 other planners in Allentown that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 260
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $198,863,722
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 299818
Website: linkedin.com/company/erickson-financial-group (opens in new tab)
Phone: (484) 209-5270

Can advise clients in 3 states: New Jersey, Pennsylvania, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.