# Erickson Financial Solutions, LLC

> Erickson Financial Solutions, LLC is a state-registered investment advisory firm, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2024.

- CRD: 115523
- Filed as: ERICKSON FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: February 6, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115523
- AdvisorCensus page: https://advisorcensus.com/firm/erickson-financial-solutions-llc-115523

## Quick answers

**How is Erickson Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Erickson Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Erickson Financial Solutions, LLC registered with the SEC or a state?**
Erickson Financial Solutions, LLC is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 115523.

**How much does Erickson Financial Solutions, LLC manage?**
Erickson Financial Solutions, LLC reports $4,500,000 in regulatory assets under management in its Form ADV filing dated February 6, 2024 (100% discretionary).

**What types of clients does Erickson Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Erickson Financial Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115523

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,500,000
- Discretionary: $4,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,500,000 |
| High net worth individuals | Fewer than 5 | $2,000,000 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ericksonfinancialsolutions.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Erickson Financial Solutions, LLC (CRD 115523): Form ADV filing data as of October 2026.