Mari
Erb

Rps Retirement Plan Advisors

CRD#6712904
Investment Advisor
in Austin, TX

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About this Advisor

Mari Erb is a certified financial planner based out of Austin, Texas with 1 year of industry experience. Erb is an employee of Rps Retirement Plan Advisors. Over the course of their career, Erb has held roles at Richard P. Slaughter Associates, Inc, Thread, Bath & Body Works, Quality Renovations, Hibbett Sporting Goods, Waters True Value, Demming Financial Services Corp, Ahearn and Rps Retirement Plan Advisors. Erb has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Texas. Rps Retirement Plan Advisors is a business that has its headquarters in Austin, TX. It controls $347 million in assets across its 23 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Rps Retirement Plan Advisors provides pension consulting services. Fees charged by financial advisors typically are based on the services. Fee types billed by Rps Retirement Plan Advisors can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13809 Research Blvd., Suite 905
Austin, TX 78750

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Rps Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$346,955,169

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

5

TX Average: 49
Total Number of Accounts

23

TX Average: 2,315
Average Account Size

$15,085,007

TX Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Mari Erb Work History

Mari has been registered as a financial advisor for 1 years.*

2022 - Present (2 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

2013 - 2014 (1 year)

Waters True Value

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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