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Eric E. Foster, CPA, CFP®

Fortune Favors the Bold

Pya Waltman Capital, LLC

Knoxville

TN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pya Waltman Capital, LLC 10 years, 10 months Dec 2005 - Present

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.

Articles and Answers

Insights by Eric Foster

Bubbles, Bubbles, Bubbles
Published 2014-09-11 12:15:40
New Retirement Plan Limits for 2015
Published 2014-10-23 12:48:07
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How might I go about finding out how my company's 401k stacks up against others in it's "peer group"?
    Vanguard publishes an exhaustive annual study called "How America Saves". I have found it helpful to compare plans across various industries. Given the size and scope of Vanguard, their data set is pretty useful to grab some comparisons in areas like participation, costs, participant behavior, and...  (more)
    Answered Nov 2013
    After I leave a company should I leave my money in the 401k or transfer it to an IRA?
    Another variable to consider is the accessibility of your money. IRA's normally have a 10% penalty associated with withdrawals made before the year you turn 59 1/2 (plus the tax you will owe). You can usually pull money directly from your retirement plan without a penalty after age 55. May not be...  (more)
    Answered Oct 2013
    How to collect beneficiary benifits?
    Tammy,So sorry to hear about your loss. Hopefully the retirement plan can help support you and make this an easy transition. I would start by finding the most recent statement for the account and calling the phone number on that statement. You could also try calling the employer who sponsored th...  (more)
    Answered Nov 2013
    What are the downsides of TIPS?
    In addition to the good information above you have to consider who you are relying on to accurately compute inflation....in this case, the government. Our actual level of inflation will be quite different than the measure used by them, given they exclude several significant areas that you and I buy...  (more)
    Answered Nov 2013
    How can we get more detailed benchmarks?
    Vivian, What are you benchmarking? I've never seen an auditor do anything with performance other than confirm the numbers are correct. Are you looking more for plan cost information for similar plans?...  (more)
    Answered Sep 2014
    I was told to invest more money in emerging markets. Should I do it?
    Another factor to consider is the total amount of debt held by the developed world. All debt is not the same, clearly some can be used strategically and to invest in the future growth of a nation. However, when a large percentage of debt is derived from non-investment related spending (think US, J...  (more)
    Answered Nov 2013
    Should I invest in gold?
    I think the answer really comes down to how willing are you to be different than the broad markets. Gold has a poor correlation to equity markets. Sometimes that is a great benefit and other times it can be a tremendous frustration. I do not think gold has much investment utility in a world where...  (more)
    Answered Nov 2013
    I have a rollover account that is under performing. Is it a good idea to move it. Or ride it out?
    Jennifer,Why don't you check out funds from Dodge & Cox (www.dodgeandcox.com)? Long history, low expenses, and the level of expertise you will gain over both Ivy and the retail giant Fidelity will be fairly significant. Dodge and Cox is a highly disciplined investment firm that offers excelle...  (more)
    Answered Sep 2014
    I am currently 38 and do not have any retirement accounts yet. Which retirement plan will be best for me now?
    You can actually contribute to a Roth account regardless of your income level, you'll just have to follow an additional step or two. If you are over the income limit you can contribute to a non-deductible IRA and then immediately convert the account over to a Roth. Most likely your income will no...  (more)
    Answered Sep 2014
    What Do You Think About Penny Stocks?
    I think many of the answers here are correct, yet are broad generalizations. I wouldn't focus so much on the stock price itself, but rather the market capitalization of the company. To find that you take the total shares outstanding and multiply it by the stock price. This will give you a better i...  (more)
    Answered Sep 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Dec 2, 2015
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Dec 3, 2015
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Pya Waltman Capital, LLC

      Last updated on Feb. 29, 2016
        • $499.7M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 850
          Accounts
        • $587.9K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Performance-Based Fees