Erben Associates, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Erben Associates, LLC charges an annual fee of $10,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000-$100,000/yr
“FINANCIAL PLANNING/CONSULTING SERVICES FEES Erben Associates, LLC We charge clients fixed annual fees, ranging from $10,000 to $100,000 per year, based on the complexity of the plan or project and the range of services we are retained to provide.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Erben Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will invoice fees semi-annually or quarterly, in equal parts, in advance or at the time of delivery of the plan, as agreed with each client.”
- “Clients are billed in arrears at the end of each calendar month or quarter based upon the value (market value or fair market value in the absence of market value), of plan assets at the end of the previous quarter.”
- “Clients are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of plan assets at the end of the previous quarter.”
How Erben Associates, LLC’s fees compare
- Its annual fee of $10,000-$100,000 is above the Texas median of $6,000. 97% of the 106 other Texas planners that publish an annual fee charge less.
- 22 of the 22 other planners in Austin that publish an annual fee charge less.
About Erben Associates, LLC
“We provide financial planning services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 10 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 73
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and other services
- Assets managed
- $402,467,372
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148703
- Phone
- (512) 402-0250
Can advise clients in 4 states: Arizona, Colorado, Georgia, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.