ES
CFP

Erik Curtis Sorenson

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Financial Plan Fee:$100 - $15,000
Hourly Rate:$100 - $500/hr

GPS charges fees for investment management and financial planning services. Investment management fees are based on a percentage of assets under management, with a maximum of 1.75%. Financial planning fees can be fixed (ranging from $100 to $15,000) or hourly (ranging from $100 to $500 per hour), depending on the complexity and deliverables. Fees may be negotiable. Retirement plan advisory services have a maximum fee of 1.00%.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information

Office location

3939 E. Araphoe Rd, Suite 100, Centennial, CO, 80122

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Erik is involved in several outside business activities, including Aspen Wealth Management, S & P Holdings LLC (real estate rental), LTCI Partners (non-variable insurance), GPS Wealth Strategies Group (investment advisory), CSP Strawberry Holdings LLC (real estate rental), and Junior's Old School Barber Shop. He spends about half his time on GPS Wealth Strategies Group and minimal time on the other activities, including placing long-term care policies through LTCI Partners.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2017 - Present · 9 yrs
LPL Financial LLC Broker
May 2009 - Present · 16 yrs 8 mos
LPL Financial LLC
May 2009 - Present · 16 yrs 8 mos
Previous Registrations
LPL Financial LLC
May 2009 - December 2021 · 12 yrs 7 mos
Ameriprise Financial Services, INC.
June 2006 - May 2009 · 2 yrs 11 mos
Ameriprise Financial Services, INC. Broker
May 2006 - May 2009 · 3 yrs
State Registrations36 states
AKALAZCACODCFLGAIDINKSMAMDMEMIMNMOMTNCNENHNMNVNYOHOKORPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Erik Curtis Sorenson - Financial Advisor | AdvisorDiscover