Era Financial Advisors

Era Financial Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Covina, California. On its latest Form ADV, filed April 21, 2026, it reports 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	334404 · SEC file 801-134093
Office	440 North Barranca Avenue #8186 Covina, CA 91723
Phone	(530) 208-9249
Website	era.app
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	Not reported
How it charges	Fixed fee
Services	Portfolio management
Employees	7
Disciplinary disclosures	None reported
Latest Form ADV filing	April 21, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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