Alan Werba
Werba Rubin Papier Wealth Management · San Jose, California
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.
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Facts
| Firm | Werba Rubin Papier Wealth Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.40B across 2,105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 837358 |
| Exams passed | Series 63 (1982) · Series 65 (1992) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.wrpwealth.com |
How Alan's firm compares
- Werba Rubin Papier Wealth Management's average account is about $666,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Alan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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