Fempire Mindset LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high‑net‑worth clients. The firm prepares comprehensive written financial plans and offers one‑time and as‑needed consultations covering topics such as retirement planning, tax optimization, estate planning, cash flow and investment planning.
Advisory work is tailored through interviews and questionnaires, with recommendations that may include mutual funds, ETFs, exchange‑listed securities, certificates of deposit, U.S. government securities and fixed‑income instruments, and the firm identifies fundamental analysis as a primary research method. Fempire Mindset does not provide ongoing portfolio management, execute client transactions, or hold custody of client assets; clients retain responsibility for implementing recommendations and voting proxies.
Compared with typical investment manager firms, Fempire Mindset is notable for reporting no assets under management and for not using a percentage‑of‑AUM fee model, instead relying on time‑based and fixed‑fee planning arrangements under a stated fee‑only approach. The firm also produces impersonal newsletters and occasionally offers seminars and webinars — services that are uncommon among firms in this regulatory category.
Client services
Expertise
Demographic focus
Fee options
Typical fixed fee of $3,500 for financial planning and consulting services
$350 per hour for financial planning and consulting services
Minimum fee: Minimum hourly fee of $350 for financial planning and consulting services Fee-only: Fee-only financial planning and consulting services
Main office
Lynnwood WA
Advisors at this office
1
Most active in
Washington
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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