David Erlandson, CFP®, AIF® Erlandson Wealth Management

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About David Erlandson, CFP®, AIF®

Dave is a Certified Financial Planner™ (CFP) and a registered Accredited Investment Fiduciary (AIF®).

He is registered as a fee-only advisor with The National Association of Personal Financial Advisors (NAPFA). Erlandson Wealth Management, LLC is a Registered Investment Adviser (RIA) firm.

Dave has a B.A. degree in Mandarin Chinese from the University of Oregon, and he has been serving clients at Erlandson Wealth since 2011. Preceding this, he was a franchise owner and financial advisor at Ameriprise Financial for 17 years.

Dave also spent 10 years working in trade with Asia and Southeast Asia, which included residing with his family in China for one year and Singapore for three.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • College Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $400+/engagement
  • Hourly Fee: $100+/hr
  • Assets Under Management: 0.75%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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