Advisor at ERK Wealth Advisors, LLC
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.
Firm
ERK Wealth Advisors, LLC
Location
Las Vegas, NV 89145
Credentials
Series 65
Industry experience
5 years
Erica Roach is a financial advisor at ERK Wealth Advisors, LLC in Las Vegas, NV, holding a Series 65 designation with five years of industry experience. She co-founded ERK Financial Consultants, a CPA firm, and owns ERBC, Inc., a business consulting company. Both ventures are based in Las Vegas and have been active since 2008 and 2013, respectively. ERK Wealth Advisors provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporate entities. The firm utilizes a blend of fundamental, technical, and cyclical analysis and offers ERISA-related services, including fiduciary assistance and plan monitoring.
Based on ERK Wealth Advisors, LLC
Based on ERK Wealth Advisors, LLC
Ongoing financial planning fees range from $25,000 to $125,000 annually
$50,000 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001 - $2,000,000: 1.50% annually $2,000,001 - $5,000,000: 1.25% annually Over $5,000,000+: 1.00% annually
$500 per hour for one-time financial planning
Account minimum: $50,000 Fee-only: Hourly financial planning fee of $500 per hour; ongoing planning fees range from $25,000 to $125,000 annually
10161 W Park Run Drive, Suite 150
Las Vegas, NV 89145
California · Nevada
ERK Wealth Advisors, LLC
2022 - Present (4 years)
ERK Wealth Advisors, LLC
2021 - Present (5 years)
ERK Wealth Advisors, LLC
2019 - Present (7 years)
ERBC, Inc.
2013 - Present (13 years)
ERK Financial Consultants, Inc.
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Series 65
Las Vegas, NV
Lal Ltd.
Series 65
Las Vegas, NV
Fraser Asset Management
Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
Series 65
Las Vegas, NV
Interval Capital Management, LLC
CFP®, CFA®, Series 66
Las Vegas, NV
Monocot Wealth Management, 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")