Emancipare Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
49
0% high-net worth
Total advisors
2
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
25
Average account size
$0
About
Emancipare Investment Advisors is a small advisory firm that works primarily with individual clients, including those approaching or in retirement and individuals pursuing financial independence (FIRE). It provides comprehensive, holistic financial planning and ongoing financial guidance across areas such as cash flow and budgeting, retirement and distribution strategies, education funding, tax and estate planning, risk management, and divorce-related planning, and delivers written action plans for clients to implement.
The firm’s investment consultation typically emphasizes passive, low-cost index mutual funds and ETFs tailored to a client’s objectives, time horizon, and tolerance for risk, while allowing clients to impose constraints on recommended investments. Emancipare operates as an advice-only provider (it does not manage or custody client assets) and focuses on full comprehensive plans rather than modular planning, combining plan delivery with regular educational meetings and annual plan updates.
What distinguishes Emancipare from many peers is its explicit educational focus — offering web-based learning sessions and periodic in-person workshops in addition to client meetings — and its compensation model, which relies on fixed, flat-fee and hourly arrangements rather than percentage-of-AUM billing or commission-based compensation. The firm also discloses it does not receive trails or other external commissions and places responsibility for implementation with clients rather than providing discretionary portfolio management or custody.
Client services
Expertise
Occupation focus
Fee options
Financial Plan Review: $499 for one scenario, plus $100 for each additional scenario; Financial Plan Update: $699 for one scenario, plus $100 for each additional scenario; Emancipare Life/Retirement/FIRE Plan: $1,950 total paid in three monthly installments of $650; Ongoing Comprehensive Financial Guidance: $399 per month
$199 per hour billed in 15-minute increments
$399 per month for ongoing comprehensive financial guidance
Fee-only: $199 per hour for hourly consulting; fixed fees for financial plan review ($499 for one scenario) and update ($699 for one scenario); $399 per month for ongoing comprehensive financial guidance; $1,950 total for Emancipare Life/Retirement/FIRE Plan paid in three monthly installments of $650 each
Main office location
Emancipare Investment Advisors
Easton PA, United States
Number of offices
1
Most active in
California · New Jersey · Pennsylvania · 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 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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