Eric
Eisenhard
Xo Wealth Management
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About this Advisor
Eric Eisenhard is a financial advisor operating in Dallas, Texas with a total of 3 years of industry experience. Eisenhard works at Xo Wealth Management. The advisor has gained experience at Boulder Valley Schools, Aurora Public Schools, Raymond James & Associates, Inc, University Of Texas, Cabot Lodge Securities LLC and Xo Wealth Management. Eisenhard holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Xo Wealth Management is a firm headquartered in Dallas, TX. The firm has just five advisors. It administers $579 million in total assets among its 1,714 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,714 client accounts, 18% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Xo Wealth Management provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually are based on the type of financial services offered. However, fee types billed by Xo Wealth Management may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Xo Wealth Management Brokerage Details
$578,794,189
5
1,714
$337,686
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Eric Eisenhard Work History
Eric has been registered as a financial advisor for 3 years.*
Cabot Lodge Securities LLC
Xo Wealth Management
Raymond James & Associates, Inc
University Of Texas
Boulder Valley Schools
Aurora Public Schools
*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 Eisenhard 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 Xo Wealth Management
Dallas, TX
Dallas, TX
Dallas, TX
Addison, TX
Dallas, TX
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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