Advisor at Powerhouse Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Powerhouse Financial Advisors, Inc.
Location
Minden, NV 89423
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Steven Smit is a CFP® with 15 years of experience in financial services. He is the sole advisor at Powerhouse Financial Advisors, Inc. and has held roles at Parsonex Advisory Services, Parsonex Securities, BackNine Insurance and Financial Services, and Steven James Financial. Outside of advisory work, he is an author with a book distributed through online services. Powerhouse Financial Advisors operates as an investment manager serving individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan consulting, and pension services. The firm employs both fundamental and quantitative analysis, manages accounts on a discretionary basis, and frequently uses third-party sub-advised programs.
Based on Powerhouse Financial Advisors, Inc.
Based on Powerhouse Financial Advisors, Inc.
Fixed financial planning fees between $1,500 and $3,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.40% annually
Hourly financial planning fees between $350 and $450
Fee-only: Fixed fees between $1,500 and $3,000; Hourly fees between $350 and $450 per hour
1674 U.S. Highway 395 North, Suite 208
Minden, NV 89423
California · Nevada · Texas · Wisconsin
Powerhouse Financial Advisors
2025 - Present (1 year)
Steven James Financial
2023 - Present (3 years)
BackNine Insurance and Financial Services, Inc.
2021 - Present (5 years)
Parsonex Advisory Services, Inc.
2012 - Present (14 years)
Parsonex Securities, Inc.
2010 - Present (16 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
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CFP®, Series 66
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Series 63, Series 65
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Artience Capital Management, LLC
Series 65
Glenbrook, NV
Kaitz Investments Inc.
CFP®, CFA®
Zephyr Cove, NV
Alpine Asset Management
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