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Zac Robinson

Erben Associates, LLC
2 Years of Experience
Austin, TX
Broker
View SEC Summary
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Zac Robinson is a registered investment advisor at Erben Associates, LLC, based in Austin, TX, with 2 years of industry experience. Zac 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.

Erben Associates, LLC
Compensation
Fixed/Hourly
Firm Size
8 advisors
Number of Clients
128 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$402.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX, 78746

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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

Zac works as a Client Experience Manager and Project Manager for Erben Associates, a finance firm for M Financial Group. This is a full-time commitment, taking up 160 hours per month, including during trading hours.

Employment History
Current Registrations
Erben Associates, LLC
January 2026 - Present · 9 mos
M Holdings Securities, INC.Broker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.
October 2024 - March 2026 · 1 yr 5 mos
State Registrations1 state
TX
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.
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