A complete list of active advisors currently associated with ERK Wealth Advisors, LLC
Warmer can help you find a great advisor at ERK Wealth Advisors, LLC or one who fits your needs even better.
ERK Wealth Advisors offers discretionary asset management and both one-time and ongoing financial planning to individuals, trusts, estates and business entities. The firm also provides retirement-plan services, including ERISA plan advice and limited-scope 3(21) fiduciary services for qualified plans. Portfolios are managed on a discretionary basis and tailored to client goals, with periodic account reviews (at least quarterly) and the ability for clients to impose investment restrictions. The firm employs a range of analytical methods and may incorporate third‑party model managers or a designated sub‑advisor to implement asset‑allocation models and execute trades on client accounts. The firm is affiliated with accounting and business‑consulting practices and its principal is a licensed CPA with a CGMA credential, a relationship the firm discloses as a potential conflict of interest. Compared with many independent, single‑advisor firms, ERK Wealth’s engagement with corporate/business clients and pension consulting and its use of a sub‑advisor (with a portion of advisory fees paid to that sub‑advisor) are relatively uncommon features.
To learn more about the advisors currently working at ERK Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 5
|
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