ET
CFP
ET
CFP

Eric M Thompson

10 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
88 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$174.0M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
Up to $1.0MIncluded
$1.0M - $5.0MIncluded
$5M+Included
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,200
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Location

West Orange, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Secfi Advisory Limited
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Cerity Partners LLC
December 2022 - January 2025 · 2 yrs 1 mo
Round Table Wealth Management
September 2015 - December 2022 · 7 yrs 3 mos
State Registrations4 states
CANJNYTX
Advisor
Exams
No exam information available for this advisor.