AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Eric J Ayersman

Eric J. Ayersman

RETIREMENT PLANNING CONSULTANTS
South Charleston, WV 25303
Some features on this profile are disabled
CRD#: 6061542
Eric J Ayersman

Professional summary

Eric J Ayersman, CFP® is a registered financial advisor currently at RETIREMENT PLANNING CONSULTANTS INC located in South Charleston, West Virginia.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eric has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ayersman Financial Group, Inc~'NIR'~339 3rd Ave.~South Charleston~WV~25303~Other~Other~1/22/2014~40hrs~20hrs~Operational and/or Marketing Name for H.D.Vest Services|Eric Ayersman, CPA, AC~'NIR'~339 3rd Ave~South Charleston~WV~25303~Tax Preparation/Accounting~President~10/1/2000~80hrs~65hrs~prepare income tax returns,quarterly tax work for small businesses, and consulting work|HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~9/23/2019~5hrs~5hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Ayersman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

September 29, 2020 - Present

RETIREMENT PLANNING CONSULTANTS INC

Office #1: 339 3rd Ave, South Charleston, WV 25303
RIA
CRD#: 310925
South Charleston, WV
Past

February 3, 2014 - October 14, 2020

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
SOUTH CHARLESTON, WV
Past

August 3, 2012 - October 14, 2020

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
SOUTH CHARLESTON, WV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
West Virginia
(9/29/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/21/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/2/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RP
RETIREMENT PLANNING CONSULTANTS INC
ERIC J AYERSMAN CPA AC | WHITEWATER LAND COMPANY LLC | WHITEWATER DEVELOPMENT CO LLC | RETIREMENT PLANNING CONSULTANTS INC

CRD#: 310925 / SEC#:

West Virginia
Registered Investment Advisory firm - (9/29/2020 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
339 3rd Ave, South Charleston, WV 25303
Mailing Address
Phone number
(304) 744-8888
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts144
AUM (Assets Under Management)$ 25,396,055

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RETIREMENT PLANNING CONSULTANTS INC

CRD#: 310925South Charleston, WV 25303

TRUST BUT VERIFY

Monitor Eric Ayersman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

MG
Melissa GrassAdvisorCheck Check Mark
FREEDOM FINANCIAL ADVISORS, LLC
IAR
South Charleston, WV
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics