Edward Jones
23yrs
Top advisor by experience in Ofallon
17yrs
Eric Rodriguez
Financial advisor at Core Planning
Eric Rodriguez has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Ofallon, Missouri. After less than a year at Ernst & Young Investment Advisers, Eric joined Core Planning in 2026, a firm offering financial planning and investment management. Core Planning reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 34 advisors with offices in Ofallon, and one of 29 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 12% by experience in Ofallon
Office706 N Main St, Ofallon, MO 63366
FirmCore Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$605,570
Advisors at the firm64
States licensed ?1 state
Services through Core Planning
Financial planningInvestment management for individuals and small businesses
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
- Jan 2026 – nowCore PlanningCurrent firm
- Jun 2025 – Jul 2025Ernst & Young Investment Advisers LLPPreviously
Contact Eric
Local office(636) 339-4841Ask for Eric. (636) 734-7507Main office 706 N Main StOfallon, MO 63366Office · Get directions Firm websitewww.wellfulmoney.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
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About Eric
How do I contact Eric?
Call Eric’s local office at (636) 339-4841 or the Core Planning main office at (636) 734-7507, and ask for Eric Rodriguez.
How long has Eric been a financial advisor?
Eric has been in the industry since 2010, about 17 years. Top 12% by experience in Ofallon.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Core Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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