Mpower Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,458,593
Clients
18
44% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$636,589
About
Mpower Wealth Management, LLC is a fee‑only, state‑registered investment adviser that provides discretionary investment management and a range of financial planning services to individuals, families, and institutions. The firm’s Brochure describes standalone planning engagements (comprehensive, project, hourly) and portfolio review services in addition to ongoing asset management.
The firm implements diversified, asset‑allocation model portfolios guided by an Investment Policy Statement and a long‑term, Modern Portfolio Theory approach, with target allocations that can range from fully equity to fully fixed income. Portfolios are implemented primarily with low‑cost mutual funds and ETFs, and the Brochure notes a primary use of DFA institutional mutual funds and ETFs, including the limitation that some DFA mutual funds are only available through authorized advisers.
Compared with many solo independent advisers, the Brochure highlights that the firm accepts institutional and charitable clients and advises on retirement plan allocations, a client mix that is less common for one‑advisor firms. The Brochure also discloses a few operational policies that distinguish the firm from peers: it will not exercise discretionary authority to purchase cryptocurrencies, it does not vote client proxies, and the principal provides part‑time back‑office support to another registered adviser.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Comprehensive Financial Planning fees range from $3,000 to $5,000; Project Financial Planning fees range from $1,500 to $3,000; Portfolio Review fees range from $2,500 to $5,000.
$0 - $500,000: 1.20% annually $501,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.60% annually Greater Than $3,000,000+: Negotiable
Hourly Financial Planning fees range from $100 to $250 per hour, minimum fee $500 per engagement.
Minimum fee: Minimum annual fee of $600 for Investment Management (applied to households below $50,000). Fee-only: Fee-only advisory services.
Main office location
Mpower Wealth Management, LLC
Drexel Hill PA, United States
Number of offices
1
Most active in
Mpower Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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