Stephen Erken
Maxele Advisors · Webster Groves, Missouri
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Maxele Advisors |
|---|---|
| Based in | Webster Groves, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $201.6M across 624 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MO · CRD 1773459 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.maxeleadvisors.com |
How Stephen's firm compares
- Maxele Advisors's average account is about $323,000, from its Form ADV (assets managed divided by 624 accounts).
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Questions about Stephen
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.
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
- Maxele Advisors 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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