ERICA HALL WEALTH ADVISORS, LLC.

Overview

Erica Hall Wealth Advisors, LLC is a small corporate-structured advisory firm that serves individuals, families and some institutional clients. Its core service set combines financial planning, portfolio management for individuals and small businesses, and client-facing education through seminars and workshops. The firm also operates as an insurance broker and maintains formal ties with a broker‑dealer and an insurance company, which suggests insurance solutions are integrated into its advice and distribution channels. Clients are billed through a mix of percentage‑of‑AUM, hourly and fixed‑fee arrangements. The adviser does not identify as an ESG investor and is not positioned as a multi‑state or pension consultant adviser. Ownership is listed as individual, and the firm is not categorized as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives