Empowerment Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,309,712
Total clients
29
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$321,025
About
Empowerment Financial Advisors serves individual and high-net-worth clients and also provides advisory services to employer-sponsored retirement plans, estates, and business entities. The firm offers asset management, financial planning and consulting, and retirement plan advisory services, including assistance with selecting and replacing plan investment options and acting as a 3(21) fiduciary when engaged.
The firm’s investment process uses a mix of fundamental and technical analysis and modern portfolio theory, and it tailors recommendations to each client’s investment policy statement and risk profile. Accounts are managed with ongoing supervision and, when authorized, discretionary trading; retirement-plan work includes in-depth quantitative and qualitative reviews of fund companies and continuous monitoring of plan investments.
Compared with many peers, the firm combines retail portfolio management with institutional portfolio services and pension consulting, capabilities identified in the brochure as less common for independent advisers. The brochure also discloses that certain associated persons are licensed insurance agents who may receive commissions for insurance sales, and the firm’s investment menu includes options and alternative investments and detailed plan-level reporting — features that distinguish its service mix from typical single-advisor independents.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $750,000: 0.99% $750,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$150 - $200 per hour for financial planning and consulting
Account minimum: $500,000 Fee-only: Hourly fees for financial planning: $150 - $200 per hour
Main office location
Empowerment Financial Advisors LLC
5215 N O'connor Blvd, Floor 12, Office 12 119
Irving TX 75039, United States
Number of offices
1
Most active in
Empowerment Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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