# Era Financial Advisors

> Era Financial Advisors is an SEC-registered investment advisory firm in Covina, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 21, 2026.

- CRD: 334404
- Filed as: ERA FINANCIAL ADVISORS
- Legal name: Era Financial Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Covina, CA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334404
- AdvisorCensus page: https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404

## Quick answers

**How is Era Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Era Financial Advisors reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Era Financial Advisors located?**
Era Financial Advisors' principal office is in Covina, CA, according to its Form ADV.

**Is Era Financial Advisors registered with the SEC or a state?**
Era Financial Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 334404.

**Does Era Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334404

**Does Era Financial Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated April 21, 2026 says: "Era does not have an ongoing minimum account size."

**What changed in Era Financial Advisors' recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 21, 2026)

- Account minimum: None

> Era does not have an ongoing minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, LA, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- era.app
- Facebook @YOURMONEYERA
- Instagram @yourmoneyera
- LinkedIn @financial-assistant
- TikTok @mymoneyera
- X @mymoneyera

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Era Financial Advisors (CRD 334404): Form ADV filing data as of October 2026.