Erben Associates, LLC

Financial planning in Austin, TX

SEC registeredNo commissions reported

Call (512) 402-0250 Send a message Map ↗

Public-record details

Address: 300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
Phone: (512) 402-0250
Listed under: Financial planning, Flat / fixed fees, Retirement plan consulting
CRD number: 148703
Registration: SEC registered since 2019-01-28
Compensation (Form ADV 5.E): Fixed fees; Other (% of Assets Under Advisement; Solicitor's Fee)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Pension consulting; Selection of other advisers
Regulatory assets under management: $402.5 million
Accounts managed: 957
Clients reported (Form ADV 5.D): 128
Individual / high-net-worth clients: 21 / 52
Employees: 10
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent, trust company, other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-25

SEC registered investment adviser, CRD 148703, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 148703 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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