Eric Wolfe is a CFP, ChFC-designated registered investment advisor at Succession Financial, INC, based in Mckinney, TX, with 29 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 173 clients with $210M 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 $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Location
300 E. Davis Street, Ste. 152, Mckinney, TX, 75069
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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 →Other Business Activities
Eric owns multiple real estate properties, some investment-related and some not. He is also a shareholder in WLWA, LLC and owner of Prosperity Retirement Group Staffing, LLC, both for employing staff and providing support activities, dedicating minimal time to each.
Employment History
Current Registrations
Succession Financial, INC
Previous Registrations
Wealthstar Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.