Powwow, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Powwow, LLC is a solo registered investment adviser that serves individuals (including high-net-worth clients), charitable organizations, corporations, and state or municipal entities. The firm provides comprehensive financial planning—including retirement, tax-aware planning, estate and elder-care considerations—alongside investment management delivered primarily through recommendations and oversight of third‑party money managers.
The firm’s investment approach emphasizes passive portfolio construction and the use of outside managers; Powwow reports no discretionary assets under management and supervises mostly non‑discretionary accounts where clients or chosen managers retain trading authority. Its advisory services are delivered through project-based plans, hourly engagements, and an ongoing subscription‑style membership that allocates a set number of planner hours over a year.
Powwow is noteworthy among peers for combining a subscription membership model with a predominantly non‑discretionary business model—both features that are uncommon for independent solo advisers. The firm also offers public seminars and speaking engagements and provides consulting to other advisers and to employer/municipal benefit matters, reflecting a broader mix of educational and pension‑related advisory activity than is typical for a firm of its size.
Client services
Expertise
Fee options
Project-based financial planning fees range from $0 to $10,000, typically with a minimum of 10 hours at $360 per hour
$0 - $250,000: 1.00% $250,001 - $5,000,000: 0.75% $5,000,000+: Negotiable
Standard hourly financial planning rate is $410 per hour; discounted to $360 per hour for membership clients
Fee-only: Financial planning hourly rate $410/hour; discounted $360/hour for membership clients
Main office
North Andover MA
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
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
Quick links
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