Eric
Niergarth
Origin Financial
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About this Advisor
Eric Niergarth is a certified financial planner based in San Diego, California with 1 year of relevant experience. Niergarth works at Origin Financial. Throughout their career, they have worked at Lpl Financial, LLC, The Gensler Group, Illumination Wealth Management, Origin Financial, Retirement Roadmap Financial Planning, LLC, Delegated Planning, LLC, Plug-In Financial Planning and Td Ameritrade. Niergarth maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in California. Origin Financial is a financial advisory firm based in Boston, MA. It administers $478 thousand in assets under management among its 23 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Origin Financial may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Niergarth Work History
Eric has been registered as a financial advisor for 1 years.*
Origin Financial
Retirement Roadmap Financial Planning, LLC
Plug-In Financial Planning
Delegated Planning, LLC
Illumination Wealth Management
Lpl Financial, LLC
The Gensler Group
Td Ameritrade
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Niergarth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Financial
Boston, MA
Grovetown, GA
Saunderstown, RI
Boston, MA
Boston, MA
Culver City, CA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
