Erin Zylka is a CFP-designated registered investment advisor at Whealthy Empowerment Network, based in Kildeer, IL, with 16 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.5% to 1.5% per annum and are negotiable.
Fee Estimator
Location
Kildeer, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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 Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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