Eryn Schultz
Her Personal Finance · Austin, Texas
Eryn Schultz is a fee-only financial advisor at Her Personal Finance in Austin, Texas, who holds the CFP credential. Her Personal Finance reports charging hourly fees and fixed fees on its Form ADV.
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Who they serve
- High earners
Facts
| Firm | Her Personal Finance |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA, NY, TX · CRD 6784519 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | herpersonalfinance.com |
| Profile |
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Questions about Eryn
Is Eryn Schultz a fee-only financial advisor?
Yes. Eryn Schultz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eryn's firm.
How does Eryn charge for financial advice?
Eryn's firm, Her Personal Finance, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Eryn Schultz based?
Eryn Schultz is based in Austin, Texas.
What credentials does Eryn Schultz hold?
Eryn Schultz holds the CFP credential.
Is Eryn Schultz registered with the SEC?
Yes. Eryn Schultz is registered as an investment adviser representative in CA, MA, NY and TX (CRD 6784519), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Eryn Schultz?
Through Eryn's website, herpersonalfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Her Personal Finance website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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