Brittany Worrell is a registered investment advisor at Erben Associates, LLC, based in Austin, TX, with 13 years of industry experience. Brittany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 128 clients with $400M 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 | 1.00% |
Erben Associates' share of the total fee charged by the third-party adviser typically ranges from 0.50% to 1.00% of assets under management. Total fees vary by program and selected third-party adviser.
Fee Estimator
Location
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746
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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.
Learn about disclosures →Other Business Activities
Brittany is the Director of Operations, CCO, and handles HR/Underwriting at Erben Associates LLC, an M Financial Group Member Firm, since 2012. She also works as an IAR in compliance at Erben Associates LLC, a Registered Investment Adviser, since 2013; these roles each take nearly full-time.
Employment History
Current Registrations
Erben Associates, LLC
M Holdings Securities, INC.Broker
State Registrations1 state
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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