Mari
Erb

Rps Retirement Plan Advisors

CRD#6712904
Investment Advisor
in Austin, TX

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About this Advisor

Mari Erb is a financial advisor based in Austin, Texas, working with Rps Retirement Plan Advisors. Mari has previously held positions at Richard P. Slaughter Associates, Inc, Thread, Bath & Body Works, Quality Renovations, Hibbett Sporting Goods, Demming Financial Services Corp, Ahearn, and Rps Retirement Plan Advisors. Mari has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Mari is part of Rps Retirement Plan Advisors, which operates out of Austin, Texas. The firm has 4 employees and manages assets totaling $443.6 million. The services offered by the firm include pension consulting services. The fee structure at Rps Retirement Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9600 North Mopac Suite 600
Austin, TX 78759

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Rps Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$443,558,282

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

30

TX Average: 2,315
Average Account Size

$14,785,276

TX Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Mari Erb Work History

2022 - Present (3 years)

Rps Retirement Plan Advisors

2018 - 2022 (4 years)

Richard P. Slaughter Associates, Inc

2017 - 2017 (< 1 year)

Demming Financial Services Corp

2016 - 2018 (2 years)

Thread

2015 - 2017 (2 years)

Bath & Body Works

2015 - 2015 (< 1 year)

Quality Renovations

2015 - 2017 (2 years)

Ahearn

2013 - 2015 (2 years)

Hibbett Sporting Goods

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mari Erb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rps Retirement Plan Advisors

Philip Webb
Austin, TX
Mari Erb
Austin, TX
Virginia Paneda
San Jose, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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