Eric Flynn is a CFA-designated registered investment advisor at Aprio Wealth Management, LLC, based in Bozeman, MT, with 4 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
100 Wapiti Way, Bozeman, MT, 59718
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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 treasurer of Flynn Ranch, Inc., owner of Flynn Ranch Hunting, LLC and Flynn Farms, LLC, advisory council chair for Montana State University's College of Business, and President's Council Rep for CFA Institute. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Compound Planning, INC.
Creative Planning
Creative Planning
Wipfli Financial Advisors, LLC
Jcg Advisory Group, LLC
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.