DocEmpowered, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DocEmpowered, LLC is a fee-only advisory firm that provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. Services are offered as project-based or ongoing engagements and cover practice planning, cash flow and debt management, retirement and tax planning, estate planning, insurance review, and investment analysis.
The firm does not provide discretionary investment management or custody of client assets; when investment recommendations are made they are grounded in Modern Portfolio Theory and behavioral finance, with an emphasis on long-term asset allocation and passive mutual fund/ETF implementations. Plans are tailored to client risk tolerance and goals, and the firm coordinates with third-party attorneys, tax professionals, and other advisers as part of ongoing engagements.
Noteworthy differences from many peers include the firm’s pricing model — it does not use percentage-of-assets-under-management fees and instead relies on fixed project or recurring fees and hourly billing for certain services — and the offering of educational seminars and speaking engagements as a component of its practice. The brochure also discloses that the firm’s principal maintains a part-time clinical practice, a detail that may affect scheduling and availability for client work.
Client services
Expertise
Occupation focus
Fee options
Hourly rate of $600 per hour for work performed if contract terminated early or for prorated fees based on hours worked.
Fee-only: Monthly fixed fees ranging from $600 to $1000 per month for initial and ongoing financial planning services; reduced monthly fees ranging from $300 to $500 for clients in the Master ongoing service.
Main office
3030 Greenmount Ave, Ste 300 Pmb 233778
Baltimore MD 21218
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)