Erika Jensen
Respire Wealth Management · Clyde, North Carolina
Erika Jensen is a fee-only financial advisor at Respire Wealth Management in Clyde, North Carolina. Erika charges hourly fees and a percentage of assets.
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Facts
| Firm | Respire Wealth Management |
|---|---|
| Based in | Clyde, North Carolina |
| Fee model | Hourly · Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $8.1M across 89 accounts |
| SEC registration | Investment adviser representative in CO, NC, TX · CRD 5748762 |
| Exams passed | Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.respirewealth.com |
| Profile |
How Erika's firm compares
- Respire Wealth Management's average account is about $91,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Erika
Is Erika Jensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erika holds no broker registration, and Respire Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erika charge for financial advice?
Erika charges hourly fees and a percentage of assets.
Where is Erika Jensen based?
Erika Jensen is based in Clyde, North Carolina.
Is Erika Jensen registered with the SEC?
Yes. Erika Jensen is registered as an investment adviser representative in CO, NC and TX (CRD 5748762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Respire Wealth Management manage?
Respire Wealth Management reports $8.1M across 89 accounts in assets under management.
How do I contact Erika Jensen?
Through Erika's website, www.respirewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Respire Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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