Morgan Stanley
46yrs
Top advisor by experience in San Mateo
31yrs
Erick Baer
Financial advisor at Emerson Equity
Erick Baer has worked in the financial industry for 31 years and is a fiduciary financial advisor based in San Mateo, California. After a year at Woodbury Financial Services and four years at J P Turner & Company Capital Management, Erick joined Emerson Equity in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience in San Mateo
Office155 Bovet Road, Suite 725, San Mateo, CA 94402
FirmEmerson Equity
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$507,187
Advisors at the firm82
States licensed ?1 state
Services through Emerson Equity
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowEmerson Equity LLCCurrent firm
- Sep 2015 – Dec 2016Woodbury Financial Services, Inc.Previously
- 2011 – 2015J P Turner & Company Capital Management, LLCPreviously
- Mar 2011 – Jul 2011Planned Asset ManagementPreviously
- May 2010 – Jun 2011Independent Financial Group, LLCPreviously
- 2005 – 2010AFA Advisor Services LLCPreviously
- Jan 2005 – Jun 2005Worthmark Financial Services, LLCPreviously
Questions to ask Erick
Tailored to Erick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Erick
How do I contact Erick?
Call Emerson Equity at 650-312-0200 and ask for Erick Baer. Erick works from the San Mateo, CA office.
How long has Erick been a financial advisor?
Erick has been in the industry since 1995, about 31 years. Top 15% by experience in San Mateo.
What licenses does Erick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Emerson Equity reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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