Latest update · June 13, 2026: Initial ranking published. 10 Erie-metro financial advisors businesses evaluated, top 10 ranked by Vetted Score.
Choosing a financial advisor is a critical decision that can significantly impact your financial future. In Erie, where the market is still developing, making the wrong choice can lead to lost opportunities and increased stress.
To compile this list, we evaluated ten local providers based on their Vetted Scores, customer reviews, and overall reputation. Each advisor has been assessed for trustworthiness and expertise in the Erie market, ensuring you have reliable options to consider.
10financial advisors evaluated in Erie
4.89average rating across the field
138customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
We used a transparent scoring system to evaluate each financial advisor in Erie, focusing on customer feedback and service quality. None of the businesses paid for placement on this list, ensuring an impartial ranking based solely on merit.
Our evaluations are refreshed monthly to reflect the latest reviews and ratings. This approach guarantees that you receive up-to-date information about the best financial advisors available.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
Roland Financial Wealth Management holds an impressive 4.9 rating from 58 reviews. Clients appreciate their personalized approach and thorough understanding of financial planning. They excel in retirement planning and investment strategies. However, with a primarily local client base, their services may not be as extensive for those seeking nationwide options.
Pros
Personalized service
Strong local reputation
Expertise in retirement planning
Cons
Limited national reach
Higher fees than some competitors
Best forRetirement planning and investment strategies
Equilibrium Wealth Advisors has a perfect rating of 5 stars from 14 reviews. Clients commend their transparency and commitment to client education. They are particularly well-suited for young professionals looking to build wealth. However, their limited review count leaves some uncertainty about their long-term reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is young professionals building wealth. It serves Erie, PA, with $150 to $400 per hour pricing, and the honest trade-offs are thin review base and limited service offerings.
Freedom Investment Management Group also shines with a 5-star rating from 14 reviews. Clients highlight their proactive communication and tailored investment strategies. They are ideal for those looking for customized financial solutions. On the downside, their smaller team may limit the breadth of services compared to larger firms. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is customized financial solutions. It serves Erie, PA, with $100 to $300 per hour pricing, and the honest trade-offs are smaller team and limited service breadth.
Kress Financial Services has a 5-star rating from 9 reviews. Clients appreciate their friendly service and straightforward advice. They are particularly good for individuals seeking basic financial guidance. However, their fewer reviews may raise questions about their experience with complex financial situations. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is basic financial guidance. It serves Erie, PA, with $100 to $250 per hour pricing, and the honest trade-offs are limited complexity expertise and fewer reviews.
Equitable Advisors holds a 4.6 rating from 22 reviews. Clients often praise their extensive resources and range of services. They are well-suited for those needing a combination of investment and insurance services. However, some clients feel their approach can be overly sales-driven at times. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is combination of investment and insurance services. It serves Erie, PA, with $150 to $400 per hour pricing, and the honest trade-offs are sales-driven approach and variable service quality.
Pros
Extensive resources
Wide range of services
Good for investment and insurance
Cons
Sales-driven approach
Variable service quality
Best forCombination of investment and insurance services
Stoner Financial Management has a 5-star rating from 4 reviews. Clients commend their personalized attention and tailored strategies. They are a solid option for those seeking a more intimate financial advisory experience. The limited number of reviews does raise questions about their experience with a broader client base. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized advisory experience. It serves Erie, PA, with $100 to $300 per hour pricing, and the honest trade-offs are limited reviews and narrow client experience.
West Advisory Group, Inc has a 4.6 rating from 10 reviews. Clients appreciate their knowledgeable team and strategic insights. They are well-positioned for businesses looking for comprehensive financial planning. However, their smaller operation may limit accessibility for individual clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is businesses needing comprehensive financial planning. It serves Erie, PA, with $200 to $500 per hour pricing, and the honest trade-offs are limited accessibility for individuals and smaller operation.
Pros
Knowledgeable team
Strategic insights
Good for businesses
Cons
Limited accessibility for individuals
Smaller operation
Best forBusinesses needing comprehensive financial planning
HBKS Wealth Advisors holds a 4.8 rating from 4 reviews. Clients note their expertise and strong communication skills. They are a reliable option for high-net-worth individuals seeking tailored investment strategies. However, the limited number of reviews may not provide a complete picture of their overall service quality. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is high-net-worth individuals seeking tailored strategies. It serves Erie, PA, with $300 to $600 per hour pricing, and the honest trade-offs are limited reviews and higher fees.
Pros
Expertise
Strong communication
Good for high-net-worth individuals
Cons
Limited reviews
Higher fees
Best forHigh-net-worth individuals seeking tailored strategies
Evident Financial has a perfect 5-star rating from 2 reviews. Clients appreciate their responsive service and attention to detail. They may be suitable for individuals seeking a fresh perspective on financial planning. However, the very limited review base raises concerns about their experience with a wider array of clients. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is individuals seeking a fresh perspective. It serves Erie, PA, with $150 to $400 per hour pricing, and the honest trade-offs are very limited reviews and unproven track record.
Kingdom Financial Group has a 5-star rating from 1 review. The client praised their attentive service and willingness to help. They may be an option for anyone looking for personal financial advice. However, the single review makes it hard to assess their overall performance and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personal financial advice. It serves Erie, PA, with $100 to $300 per hour pricing, and the honest trade-offs are single review and uncertain reliability.
Selecting the right financial advisor involves asking the right questions. Here are key considerations to help you make an informed decision.
What is your investment philosophy?
Understanding their approach to investments can help you gauge if their strategy aligns with your goals.
How do you charge for your services?
Clarifying fees upfront can prevent unpleasant surprises later on. Look for transparency in their pricing structure.
Can you provide references or testimonials?
Asking for past client experiences can give you insight into the advisor's reliability and effectiveness.
What it costs
What financial advisors cost in Erie
The cost of hiring a financial advisor in Erie varies based on services offered and advisor experience. Here's a breakdown of typical pricing tiers.
Hourly RateExpect to pay between $100 to $300 per hour for consultations and advice.
Flat FeeSome advisors offer a flat fee for specific services, generally ranging from $1,000 to $5,000.
Assets Under Management (AUM)Fees typically range from 0.5% to 1% of assets managed annually, depending on the advisor.
Commission-BasedSome advisors earn commissions on products sold, which can vary widely based on the financial products involved.
Frequently asked questions
How much do financial advisors cost in Erie?
Fees for financial advisors in Erie can vary widely, typically ranging from $100 to $300 per hour, depending on the advisor's experience and the services provided.
What should I look for in a financial advisor?
Look for a financial advisor with proven experience, solid reviews, and a clear fee structure. Consider their specialties and how they align with your financial goals.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Erie residents: <strong>Roland Financial Wealth Management</strong>
Roland Financial Wealth Management is the best choice for those seeking a well-established advisor with a strong reputation, given their 4.9-star rating from 58 reviews. If you prefer a newer firm with a perfect rating, consider Equilibrium Wealth Advisors or Freedom Investment Management Group, both at 5 stars but with fewer reviews. Choose these options if you value fresh perspectives or personalized service in a smaller setting.
Cityvetted
