Eric Wiegand is a CFP-designated registered investment advisor at River Wealth Advisors LLC, based in Allentown, PA, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 857 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
River Wealth Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and can be up to 1.25% depending on the size and complexity of your portfolio. The fee is calculated each quarter based on the market value of your investments on the last day of the previous quarter.
Location
842 W. Hamilton Street, Suite 301, Allentown, PA, 18101
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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 is a board member of Cay Galgon Life House, a shelter for homeless mothers and babies in the Lehigh Valley. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
River Wealth Advisors LLC
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.