WE
CFP
WE
CFP

William Ehrbar

4 Years of Experience
Austin, TX

William Ehrbar is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Austin, TX, with 4 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2025 - Present · 11 mos
Previous Registrations
Family Financial
November 2024 - April 2025 · 5 mos
J.P. Morgan Securities LLCBroker
May 2022 - November 2023 · 1 yr 6 mos
J.P. Morgan Securities LLC
May 2022 - November 2023 · 1 yr 6 mos
Kestra Investment Services, LLCBroker
September 2021 - January 2022 · 4 mos
Kestra Advisory Services, LLC
March 2021 - January 2022 · 10 mos
Fisher Investments
February 2020 - December 2020 · 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
William Ehrbar - Financial Advisor | TrueAdvisor