Erk Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services are offered based on an hourly fee of $500 per hour.”

Annual fee

$25,000⁠-⁠$125,000/yr

“The fixed annual fee ranges from $25,000 to $125,000 and is paid monthly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Erk Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Erk Wealth Advisors, LLC’s fees compare

• Its hourly rate of $500 is above the Nevada median of $300. 80% of the 64 other Nevada planners that publish an hourly rate charge less.
• 20 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
• Its annual fee of $25,000-$125,000 is above the Nevada median of $8,000. 94% of the 16 other Nevada planners that publish an annual fee charge less.
• 9 of the 9 other planners in Las Vegas that publish an annual fee charge less.

About Erk Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

13

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$5,575,556

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336797

Phone

(818) 649-3940

Can advise clients in 2 states: California, Nevada

Other planners in Las Vegas that publish fees

• Adaptive Wealth EngineeringLas Vegas$500/hr
• Backbone Planning Partners LLCLas Vegas$500⁠-⁠$15,000, $5,000⁠-⁠$50,000/yr
• Bird Spring Financial LLCLas Vegas$350⁠-⁠$500/hr, $525⁠-⁠$7,500
• Black Card CircleLas Vegas$350/hr, $1,500⁠-⁠$50,000
• Buckley WealthLas Vegas$50,000, $50,000/yr
• Clarity Council Financial, LLCLas Vegas$200/hr, $1,000

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