401k Generation
30yrs
Top advisor by experience in Altamonte Springs
10yrs
Eric Stauffer
Financial advisor at 401k Generation
Based in Altamonte Springs , Florida, Eric Stauffer is a fiduciary financial advisor with 10 years of industry experience. Eric joined 401k Generation in 2017, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office237 S Westmonte Drive Suite 300, Altamonte Springs , FL 32714
Firm401k Generation
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.76 million
Advisors at the firm6
States licensed ?1 state
Services through 401k Generation
Investment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – now401k GenerationCurrent firm
Contact Eric
(866) 998-5879401k Generation main office 237 S Westmonte Drive Suite 300Altamonte Springs , FL 32714Office · Get directions Firm websiteHTTPS://www.401kdocs.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- 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
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About Eric
How do I contact Eric?
Call 401k Generation at (866) 998-5879 and ask for Eric Stauffer. Eric works from the Altamonte Springs , FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Eric hold?
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?
401k Generation 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.
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