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Eric Burkholder, CFA

Investment Advisor serving HNW individuals in Tulsa and OKC areas.

The Legacy Financial Group, Inc.

Tulsa

OK

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

Fund Assets in Fund
DFA US Core Equity 2 Portfolio $1M-$10M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    The Legacy Financial Group Inc 5 years, 6 months Jan 2012 - Present
    Bank of Oklahoma 1 year, 6 months Jun 2010 - Dec 2011
    Bank of Oklahoma 3 months May 2009 - Aug 2009
    University of Tulsa 1 year, 9 months Aug 2008 - May 2010
    Gregory.W.Group 3 months May 2008 - Aug 2008
    University of Tulsa 4 months Jan 2008 - May 2008
    Full Time Student College 3 years, 9 months Aug 2004 - May 2008
    Full Time Student High School 2 years, 4 months Jan 2002 - May 2004

    Designations & Memberships

    • Chartered Financial Analyst
      Designation
      Chartered Financial Analyst
      Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

    Articles and Answers

    Insights by Eric Burkholder

    There are no insights for this advisor to display at this time.

    Answers

    Ask a financial questionAsk a question
    What are the advantages of using a commission based financial advisor?
    You have to differentiate between "Advisor" and "Product Rep." Some countries are forcing this to happen legally. You never need a commissioned based "advisor", you may need a commissioned "product rep". Specifically commissions make sense for transactional work. Namely, insurance. You still ha...  (more)
    Answered May 2014
    Is a John Hancock 401k plan in NY w/ estimated annual plan cost proposed at 1.436% a good rate? I'm a plan admin?
    Don't use a plan provided by an insurance company or fund company if possible. Clear conflicts of interest. There should be a smaller RIA or Turn Key provider in your area that will charge less than that and act as a 3(38) or 3(21) Fiduciary. If you ever run into trouble with the DOL or get a com...  (more)
    Answered Aug 2014
    Is it worth combining my 401k's when they both seem to be doing about the same? Additional investments on top of 401k?
    I would not get caught up on short term returns. You can usually build similar portfolios within most 401ks. Or at least get access to a decent target date fund.What can be drastically different is the fees you pay. Often you can hire an advisor and pay nearly the same you are already paying ins...  (more)
    Answered May 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
        Jan 21, 2014
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 10, 2016
        • $250.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 374
          number of clients
        • $668.4K
          Estimated Average Account Balance Per Client

      The Legacy Financial Group, Inc.

      Last updated on Feb. 15, 2017
        • $262.2M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 1K
          Accounts
        • $233.7K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees