Empowering Finance, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Empowering Finance, LLC provides investment management and financial planning services to individuals and high‑net‑worth individuals, offering ongoing comprehensive planning, hourly planning, business‑planning consulting, and educational seminars. The firm reports approximately $37.24 million in discretionary assets under management across 27 clients and delivers discretionary portfolio management and retirement‑account fiduciary advice.
The firm primarily constructs passive portfolios using index mutual funds and exchange‑traded funds, while also applying fundamental, technical, cyclical, and charting analyses and, when appropriate, recommending outside managers; client accounts are reviewed quarterly and supervised on a discretionary basis. Investment management is integrated into its ongoing planning engagements for subscribing clients, with standalone planning offered on an hourly or packaged basis.
Distinctively for an independent, solo practice, Empowering Finance does not use a percentage‑of‑AUM fee model and operates as a fee‑only adviser relying on fixed, hourly, and packaged planning arrangements rather than AUM fees or commissions. Other notable operational features include no stated account minimums, custody on an institutional Schwab platform, and a relatively small client roster with a sizeable average asset level, which shapes how services and client plans are implemented.
Client services
Expertise
Fee options
One-time upfront charge for comprehensive financial planning: $2,222-$8,888
$333 - $444 per hour for financial planning services; $444/hour for additional meetings beyond comprehensive plan meetings
Ongoing Comprehensive Financial Planning annual fee: $7,777-$33,333, paid monthly ($648-$2,778/month) or quarterly ($1,945-$8,334/quarter)
Fee-only: Hourly Financial Planning fee: $333 - $444 per hour; Ongoing Comprehensive Financial Planning: one-time upfront charge $2,222-$8,888 plus annual fee $7,777-$33,333; monthly payment option $648-$2,778 per month; quarterly payment option $1,945-$8,334 per quarter; hourly rate for additional meetings beyond allotted: $444/hour
Main office
Sherwood OR
Advisors at this office
1
Most active in
California · Hawaii · Oregon · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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