EW
CFP
EW
CFP

Erin Weber

9 Years of Experience
Cranberry Township, PA
Broker

Erin Weber is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066

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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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Other Business Activities

Erin educates women on finances through speaking engagements and books under the name Women, Wisdom & Wealth since 2020. This takes a few hours per week, plus weekends.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hefren-Tillotson, INC.
December 2016 - August 2022 · 5 yrs 8 mos
Hefren-Tillotson, INC.Broker
November 2016 - August 2022 · 5 yrs 9 mos
State Registrations13 states
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AdvisorBrokerBoth

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.