Empowering Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$37,244,750
Clients
27
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,379,435
About
Empowering Finance, LLC serves individual clients — including high-net-worth individuals — and provides tailored investment management alongside a range of financial planning services. Services span continuous portfolio oversight, hourly planning engagements, ongoing comprehensive planning relationships, business-planning consulting, and educational seminars; offering portfolio management for individuals is consistent with common practice among independent advisers.
The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, while also applying fundamental, technical, charting, and cyclical analysis in its investment process and in manager selection. Client relationships are guided by individualized investment policy statements, discretionary account authority for portfolio implementation, and regularly scheduled reviews to align portfolios with client objectives and risk tolerances.
Empowering Finance is fee-only and, unlike most peers, does not rely on percentage-of-assets-under-management fee arrangements, favoring fixed-fee and hourly planning structures and including investment management as part of its ongoing planning service in some cases. The solo adviser manages roughly $37 million in discretionary AUM, operates on an institutional Schwab custody platform, and uses features such as fee debiting and standing transfer authorizations in client accounts.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business sale tax planning
Fee options
Hourly Financial Planning engagements: $333 - $444 per hour.
Fee-only: Ongoing Comprehensive Financial Planning: one-time upfront charge of $2,222-$8,888 plus annual fee of $7,777-$33,333; Hourly Financial Planning: $333 - $444 per hour; Educational Seminars: $0 to $9,999 per event.
Main office location
Empowering Finance, LLC
Portland OR, United States
Number of offices
1
Most active in
Empowering Finance, LLC has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · Oregon · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(503) 213-6463
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")