Empowerment Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Empowerment Financial Advisors provides asset management, financial planning, and retirement plan consulting to individuals, plan sponsors, estates, corporations, and other business entities. In addition to advisory services, certain associated persons are licensed insurance agents who may recommend and sell insurance products and receive commissions; the brochure discloses this potential conflict and notes clients may implement recommendations through other agents.
The firm manages client portfolios using a mix of stocks, bonds, mutual funds, ETFs, REITs, and options and offers ongoing, tailored supervision aligned with each client’s investment policy statement. For employer-sponsored plans it conducts detailed due diligence on fund companies — evaluating quantitative and qualitative factors, monitoring at the firm level, assisting with IPS construction, and acting in an advisory capacity (including 3(21)-type services) while leaving final selection decisions to plan sponsors.
Compared with many peers, the firm’s combination of retail wealth management and explicit pension consulting/plan-sponsor advisory services — including portfolio management for institutional clients — is noteworthy. The brochure also highlights that the firm manages both discretionary and non-discretionary accounts and provides assets-under-advisement reporting for plan clients, pairing individualized financial planning with institutional-level investment review.
Client services
Expertise
Fee options
$0 - $750,000: 0.99% $750,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$150 - $200 per hour
Account minimum: $500,000
Main office
5215 N O'Connor Blvd, Floor 12, Office 12 119
Irving TX 75039
Advisors at this office
1
Most active in
Texas
Also doing business as
Empowerment Financial Act LLC · Empowerment Financial Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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