Erica Hall
Advisor at The Institute
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Erica Hall is a financial advisor at The Institute with a Series 65 credential and one year of industry experience. She has worked at the Institute For Wealth Management LLC since 2024 and is also involved with Retirement Risk Advisors, where she conducts insurance and annuity sales. The Institute for Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team approach combining fundamental and technical analysis to construct diverse model portfolios and manages over $1 billion in assets across multiple offices.
Client services
Based on The Institute
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on The Institute
ESG / Sustainable investing
Active portfolio management
Retirement income strategy
Wealth management
Fee options
Financial planning services charged a flat fee between $1,000 and $10,000 per engagement
Financial planning services charged at hourly rates depending on level of service
Account minimum: $100,000
Location
Katy, TX
Most active in
Erica H has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Institute For Wealth Management LLC
2024 - Present (2 years)
Retirement Risk Advisors
2023 - Present (3 years)
Western Governors University
2023 - Present (3 years)
UPS
2022 - 2023 (1 year)
UPS
2021 - 2023 (2 years)
Club 4 Fitness
2021 - 2022 (1 year)
Walmart
2021 - 2021 (1 year)
Utah Valley University
2020 - 2022 (2 years)
IHop
2020 - 2021 (1 year)
IHop
2020 - 2020 (1 year)
LifeTime Fitness
2020 - 2020 (1 year)
Dorado Academy
2015 - 2020 (5 years)
Student
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Zack G
CFP®
Denver, CO
True Riches Financial Planning
Nicholas W
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Chris L
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")