# HER Personal Finance

> HER Personal Finance is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 12, 2026.

- CRD: 327545
- Filed as: HER PERSONAL FINANCE
- Legal name: Access 401K LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327545
- AdvisorCensus page: https://advisorcensus.com/firm/her-personal-finance-327545

## Quick answers

**How is HER Personal Finance compensated?**
On its Form ADV (Item 5.E, October 2026), HER Personal Finance reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is HER Personal Finance registered with the SEC or a state?**
HER Personal Finance is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327545.

**Does HER Personal Finance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327545

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [herpersonalfinance.com](https://herpersonalfinance.com)
- Facebook @her.finance.day
- Instagram @her.personal.finance
- LinkedIn @her-personal-finance
- LinkedIn @eryn-schultz-26830317
- X @erynschultz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HER Personal Finance (CRD 327545): Form ADV filing data as of October 2026.