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Mari Elizabeth Erb

RPS Retirement Plan Advisors

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About Mari Elizabeth Erb

Mari Elizabeth Erb is a registered investment advisor representative with RPS Retirement Plan Advisors. Mari Erb holds the Series 65 license and is a Certified Financial Planner. Mari Erb has been working in the financial industry since 2013. Mari Erb has experience working with pension and profit-sharing plans. RPS Retirement Plan Advisors is a registered investment advisor headquartered in Austin, Texas. RPS Retirement Plan Advisors provides pension consulting, portfolio management for pooled investment vehicles, and portfolio management for individuals.

Firm Information

Mari Erb is currently registered with RPS Retirement Plan Advisors. RPS Retirement Plan Advisors is a registered investment adviser based in Austin, Texas. They specialize in providing pension consulting services to clients, including pension and profit sharing plans. The firm currently manages $443,558,282 in assets for 30 clients. They do not offer financial planning or portfolio management services.
RPS Retirement Plan Advisors

9600 NORTH MOPAC

AUSTIN, TX 78759

$443.56M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mari Erb’s Registration & Firm History

TX

04/14/2022 - Present

RPS Retirement Plan Advisors (AUSTIN TX)

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Licenses & Designations

IA

Issued 09/21/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mari Elizabeth Erb.
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