Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.
Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy.
Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.
His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes.
CRD# 2753945
Fried Asset Management, Inc.
Score
104
CRD# 4266581
Dash Investments
Score
103
CRD# 2477484
Ira Wealth Management
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penniall & Associates, Inc. | Pasadena, CA | Aug 2010 - Current | 7 |
| Athlete Ceo Consulting, LLC | Phoenix, AZ | Apr 2010 - Current | 7 |
| Athlete Wealth | Scottsdale, AZ | Jan 2010 - Current | 7 |
| Morgan Stanley Smith Barney | Phoenix, AZ | Jun 2009 - Current | 8 |
| Citigroup Global Markets, Inc. | Phoenix, AZ | Apr 2009 - Current | 8 |
| Protege, LLC | Phoenix, AZ | Aug 2008 - Current | 9 |
| Seattle Mariners | Seattle, WA | Jun 2008 - Current | 9 |
| Smith Barney | Phoenix, AZ | Sep 2007 - Current | 10 |
| Detroit Tigers | Detroit, MI | Jun 2005 - Current | 12 |
| United Planners Financial Services | Scottsdale, AZ | Aug 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Regulatory Event
- AZ
- CA
- IL
- NH
- SC
- TX
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Total Assets Under Management945MILLIONS
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Total Number of Accounts2,014ACCOUNTS
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Average Account Value$469,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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