DocEmpowered, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
DocEmpowered, LLC is a fee-only advisory firm that provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. Services are offered as project-based or ongoing engagements and cover practice planning, cash flow and debt management, retirement and tax planning, estate planning, insurance review, and investment analysis.
The firm does not provide discretionary investment management or custody of client assets; when investment recommendations are made they are grounded in Modern Portfolio Theory and behavioral finance, with an emphasis on long-term asset allocation and passive mutual fund/ETF implementations. Plans are tailored to client risk tolerance and goals, and the firm coordinates with third-party attorneys, tax professionals, and other advisers as part of ongoing engagements.
Noteworthy differences from many peers include the firm’s pricing model — it does not use percentage-of-assets-under-management fees and instead relies on fixed project or recurring fees and hourly billing for certain services — and the offering of educational seminars and speaking engagements as a component of its practice. The brochure also discloses that the firm’s principal maintains a part-time clinical practice, a detail that may affect scheduling and availability for client work.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Doctor or Medical Professional
Fee options
Hourly rate of $600 per hour for work performed if contract terminated early or for prorated fees based on hours worked.
Fee-only: Monthly fixed fees ranging from $600 to $1000 per month for initial and ongoing financial planning services; reduced monthly fees ranging from $300 to $500 for clients in the Master ongoing service.
Main office location
DocEmpowered, LLC
3030 Greenmount Ave, Ste 300 Pmb 233778
Baltimore MD 21218, United States
Number of offices
1
Most active in
DocEmpowered, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 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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