Empower Financial

Fixed/Hourly

Empower Financial offers financial advisory solutions covering financial goals, budgeting, investment consultation, college funding, employee benefits, retirement planning, tax planning, risk management, and estate planning. They also provide investment consultation and portfolio design, determining risk profiles, asset allocation, analyzing portfolios, and recommending changes. Empower Financial does not provide asset management services.

Assets Under ManagementN/A
Clients63
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • Comprehensive Financial Plan: $3,000 - $10,000, depending on the complexity of the client’s financial situation, including modules on cash flow, tax planning, investment strategy, equity compensation, and retirement projections.
  • Hourly Financial Planning: $350 per hour, billed at the end of each month in 6-minute increments. New clients are billed for a minimum of five hours.
One-Time Plan:$3,000 - $10,000
Hourly Rate:$350/hr
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Location

1 Advisors at this firm