Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
9yrs
Eric Boyer
Financial advisor at Wells Fargo Advisors
Eric Boyer has worked in the financial industry for 9 years and is a fiduciary financial advisor based in St. Louis, Missouri. Eric has been with Wells Fargo Advisors since 2026; before that, Eric spent three years at UBS Financial Services and a year at Osaic Fa. Eric holds the CFA designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
OfficeOne North Jefferson Avenue Mail Code: H0004-05g, St. Louis, MO 63103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2022UBS Financial Services Inc.Previously
- Mar 2018 – Oct 2018Osaic Fa, Inc.Previously
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?
- 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
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About Eric
How do I contact Eric?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Eric Boyer. Eric works from the St. Louis, MO office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Eric hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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