Empower Financial Advisors, LLC logo

Empower Financial Advisors, LLC

Updated today

Client AUM

$2,582,890

Clients

0

Advisors

1

of 1 employees

About

Empower Financial Advisors, LLC serves primarily pooled or institutional accounts while maintaining a fee-only advisory practice with a percentage-of-assets billing model; the firm reports approximately $2.58 million in discretionary assets under management and operates with a single registered principal. It provides discretionary investment management and both ongoing and project-based financial planning services, and the brochure notes the firm historically offered educational seminars but has discontinued them.

The firm’s investment approach emphasizes asset allocation informed by modern portfolio theory and combines passive and active strategies, using fundamental, technical, cyclical, and charting analysis when selecting funds and securities. Portfolios are tailored to client risk tolerance and may include long-term holdings with occasional short-term trades, and the firm permits client-imposed restrictions in writing.

Noteworthy elements in the brochure include consultative services focused on legacy planning, heir preparation, and retirement transition work (including sabbatical and early-retirement planning) that emphasize educational and behavioral coaching alongside financial advice. The adviser is newly formed in 2025 and operates at a relatively small scale, which could affect capacity and the individualized nature of its engagements compared with larger investment managers.

Client services

Financial planning Portfolio management

Expertise

Early retirement planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Project-Based Financial Planning fixed fees up to $10,000

Percentage

Up to 1.00% annually

Subscriptions

Ongoing Financial Planning fixed fee range from $0 to $2,500 quarterly

Other

Fee-only: Financial planning fees: initial fee up to $2,500; ongoing fixed fee range $0 to $2,500 quarterly; project-based fixed fee up to $10,000

Main office

Tulsa OK

Advisors at this office

1

Most active in

Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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