Hunt Wealth Management
43yrs
Top advisor by experience in Concord
12yrs
Based in Concord, California, Eric Burkhardt is a fiduciary financial advisor with 12 years of industry experience. Eric joined Assetmark in 2020, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 178 advisors with offices in Concord, and one of 169 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 53% of advisors at Assetmark
Office1655 Grant Street 10th Floor, Concord, CA 94520
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
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
- 2020 – nowAssetmark, Inc.Current firm
Contact Eric
(800) 664-5345Assetmark main office 1655 Grant Street 10th FloorConcord, CA 94520Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Eric
How do I contact Eric?
Call Assetmark at (800) 664-5345 and ask for Eric Burkhardt. Eric works from the Concord, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 12 years. More experience than 53% of advisors at Assetmark.
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?
Assetmark reports being paid by a percentage of the assets they manage, 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.
Other advisors nearby
Assetmark
38yrs
Top 1% by experience in Concord
Cetera Investment Advisers
38yrs
Top 2% by experience in Concord
Cetera Investment Advisers
35yrs
Top 2% by experience in Concord
Assetmark
35yrs
Top 3% by experience in Concord
LPL Financial
34yrs
Top 3% by experience in Concord