# Stephen Erken

> Stephen Erken is a fee-only financial advisor at Maxele Advisors in Webster Groves, Missouri, who holds the CFP credential. Stephen focuses on retirement planning. Maxele Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-erken/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Maxele Advisors
- **Based in:** Webster Groves, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $201.6M across 624 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1773459 (https://adviserinfo.sec.gov/individual/summary/1773459)
- **SEC registration:** Investment adviser representative in LA, MO
- **Exams passed:** Series 63 (1987), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.maxeleadvisors.com

## Frequently asked questions

### Is Stephen Erken a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Maxele Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Maxele Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Erken based?

Stephen Erken is based in Webster Groves, Missouri.

### What does Stephen specialize in?

Stephen's specialties include retirement planning. Stephen works with retirees and pre-retirees.

### What credentials does Stephen Erken hold?

Stephen Erken holds the CFP credential.

### Is Stephen Erken registered with the SEC?

Yes. Stephen Erken is registered as an investment adviser representative in LA and MO (CRD 1773459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Maxele Advisors manage?

Maxele Advisors reports $201.6M across 624 accounts in assets under management.

### How do I contact Stephen Erken?

Through Stephen's website, www.maxeleadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1773459): 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
- The firm's website (https://maxeleadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

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