# Alan Werba

> Alan Werba is a fee-only financial advisor at Werba Rubin Papier Wealth Management in San Jose, California, who holds the CFP credential. Werba Rubin Papier Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-werba/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Werba Rubin Papier Wealth Management
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.40B across 2,105 accounts
- **Credentials:** CFP
- **CRD:** 837358 (https://adviserinfo.sec.gov/individual/summary/837358)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1982), Series 65 (1992)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://www.wrpwealth.com/

## Frequently asked questions

### Is Alan Werba a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Werba Rubin Papier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Werba Rubin Papier Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Alan Werba based?

Alan Werba is based in San Jose, California.

### What credentials does Alan Werba hold?

Alan Werba holds the CFP credential.

### Is Alan Werba registered with the SEC?

Yes. Alan Werba is registered as an investment adviser representative in CA and TX (CRD 837358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Werba Rubin Papier Wealth Management manage?

Werba Rubin Papier Wealth Management reports $1.40B across 2,105 accounts in assets under management.

### How do I contact Alan Werba?

Through Alan's website, www.wrpwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/837358): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.