Erben Associates, LLC

Erben Associates, LLC is a registered investment advisory firm established in 2006, located in Austin, Texas. The firm offers financial planning services, including comprehensive financial plans tailored to clients' goals and objectives. They also provide pension consulting services, investment policy statement preparation, selection of investment vehicles, and monitoring of investment performance. Clients can impose restrictions on recommended securities. The firm does not participate in wrap fee programs and charges fixed annual fees for financial planning services and percentage-based fees for pension consulting services. They offer a Manager of Managers Program where clients' assets are managed by selected registered investment advisers. Erben Associates does not charge performance-based fees and serves individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses fundamental analysis and charting for client recommendations and discloses potential risks associated with investing. They have not been subject to disciplinary events and do not have custody of client accounts. Clients can grant discretionary trading authority for their accounts. The firm does not vote client securities proxies and is in a stable financial condition.