Erin Zylka is a CFP-designated registered investment advisor at Whealthy Empowerment Network, based in Kildeer, IL, with 15 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WHealthy Empowerment Network charges an annual management fee for investment management, ranging from 0.5% to 1.5% of your portfolio. The specific fee depends on the services provided and the complexity of your situation. Fees are negotiable and are deducted from your account quarterly. Financial planning is included with investment management.
Location
Kildeer, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin is the owner of Kona Financial Planning, an investment advisor firm operating under a DBA name, and dedicates nearly full-time hours to providing investment advisory services. This activity is investment-related.
Employment History
Current Registrations
Whealthy Empowerment Network
Previous Registrations
Mariner Independent
Resolute Wealth Advisor, INC.
Strategic Investment Advisors, LLC
Ameritas Investment CORP
State Registrations4 states
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