Sharper Image Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including high‑net‑worth and non‑HNW households. The firm also offers project‑based investment consulting and public educational seminars and workshops intended to be educational rather than individualized tax or investment advice.
The firm tailors portfolios to client goals, time horizons and risk tolerances and employs a range of analytical approaches (including fundamental, technical, quantitative and modern portfolio theory) across strategies from long‑term holdings to trading and option writing. Notably, Sharper Image may use borrowing (margin) and derivative instruments within separately managed accounts—practices that are uncommon among similarly sized supported firms and are described along with related risk considerations in the brochure.
Compared with peers, the firm is small—two advisors managing a limited number of client relationships and modest assets—while its principals also operate affiliated accounting businesses that provide fractional CFO and tax‑preparation services. Those affiliated services and the firm’s paid public workshops are disclosed as potential conflicts of interest and the brochure describes disclosure and mitigation steps, including the client’s ability to engage third parties.
Client services
Expertise
Fee options
Up to $25,000 based on complexity and client needs for financial planning and ongoing financial planning services; seminars up to $25 per person
1.5% annually
Main office
Erie CO
Advisors at this office
2
Most active in
California · Colorado · Florida · Georgia · North Carolina · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Emmett F
CFP®, Series 65
Erie, CO
Sharper Image Financial Services, LLC
Emmett Fehlau Barton is a CFP® certified financial advisor with two years of industry experience. He is associated with Sharper Image Financial Services, LLC and has held roles at several related firms including Foundation Financial Planning, LLC and TrueInsights CFO, LLC, where he provides outsourced CFO services. Emmett also participates in tax preparation and business management activities through affiliated companies in Erie, Colorado. Sharper Image Financial Services, LLC offers discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm customizes portfolios based on client goals and risk tolerances, employing diverse analytical approaches and occasionally using margin and derivative instruments within separately managed accounts.
Jarrett S
Series 65
Erie, CO
Sharper Image Financial Services, LLC
Jarrett Sharp is a financial advisor at Sharper Image Financial Services, LLC with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including The Millstone Evans Group and GenEra Wealth. Outside of advisory services, he leads TrueInsights CFO, LLC, a business management and consulting firm providing outsourced CFO services, and is involved with Sharper Image Tax Services, LLC as a lead tax preparer. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a variety of analytical approaches across multiple investment strategies and offers project-based consulting along with public educational seminars.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)