EW

Eric Allen Wood

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees and asset levels are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

Get directions
Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2025
Pending
Regulatory
August 2022
Final
Regulatory
September 2020
Final
Regulatory
November 2005
Final
Regulatory
January 2002
Final
Criminal
March 1997
Final Disposition
Other Business ActivitiesSells Insurance

Eric sells life insurance and fixed annuities through K.W. Chambers & Co., dedicating minimal time to this activity. He is also a part owner of real estate in Isle of Capri, FL, spending minimal time on it annually. Eric conducts business under the DBA Wood Financial Partners.

Employment History
Current Registrations
Huntleigh Securities CorporationBroker
September 2009 - Present · 16 yrs 4 mos
Huntleigh Advisors, INC.
September 2009 - Present · 16 yrs 4 mos
Previous Registrations
Datatex Investment Services INC
March 2010 - March 2023 · 13 yrs
K. W. Chambers & CO.Broker
March 2010 - December 2021 · 11 yrs 9 mos
AXA Advisors, LLC
August 2002 - October 2009 · 7 yrs 2 mos
AXA Advisors, LLC Broker
April 2002 - October 2009 · 7 yrs 6 mos
Manulife Financial Securities LLCBroker
January 2002 - April 2002 · 3 mos
Manulife Wood Logan, INC.Broker
February 2001 - January 2002 · 11 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.