Eryn Schultz is a CFP-designated registered investment advisor at Her Personal Finance, based in Houston, TX, with 3 years of industry experience. Eryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Her Personal Finance offers ongoing financial planning for a recurring fixed monthly fee, ranging from $0 to $4,800. The fee depends on the client's specific needs, complexity, time, research, and resources required. The fee is negotiable.
Her Personal Finance offers project-based financial planning for an hourly fee, ranging from $0 to $500. The fee is negotiable. Six hours of the fee is collected in advance, with the remainder billed monthly until completion. For engagements less than six hours, fees are collected in advance.
Contact
Eryn Schultz
Location
Houston, TX
Get directionsHistory
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 →Employment History
Current Registrations
Her Personal Finance
Previous Registrations
Equita Financial Network, INC.
Access 401k LLC
State Registrations4 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.