Finpower
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Finpower provides financial planning and investment consultation to individual investors, generally those who are not high‑net-worth. Services include tailored written financial plans and advice on retirement planning, cash‑flow and debt management, education funding, and investment allocations.
The firm follows a long‑term, passive investment philosophy grounded in Modern Portfolio Theory, typically recommending low‑cost index mutual funds and ETFs within target asset allocations. It delivers one‑time portfolio strategies and investment recommendations rather than ongoing, discretionary portfolio management, and clients are responsible for implementing trades.
Notably, Finpower does not charge percentage‑of‑assets‑under‑management fees and does not report client AUM — instead engaging on one‑time or hourly arrangements — a practice that is uncommon among independent advisory firms. The firm’s principal brings prior institutional portfolio management experience to a small, advisory‑only practice, a mix of background and business model that distinguishes it from many peers.
Client services
Expertise
Fee options
$200 per hour for follow-up reviews and consultations, billed in 30-minute increments
Minimum fee: One-time charge not exceeding $5,000 for financial review and investment plan Fee-only: One-time charge up to $5,000; Hourly fee at $200 per hour billed in 30-minute increments for follow-up reviews and consultations
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Finpower · Finpower, 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 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.
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