Eric Hart is a registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 10 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.
Location
1104 Kenilworth Drive, Suite 500, Towson, MD, 21204
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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 ActivitiesSells Insurance
Eric is an agent selling life insurance since 2017, dedicating minimal time to it. He also operates SFG Wealth Management as a DBA and LLC, providing investment advisory services, which takes nearly all of his time.
Employment History
Current Registrations
Sfg Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations3 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.