Powerhouse Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Powerhouse Financial Advisors offers portfolio management and financial planning services to individuals and high-net-worth individuals, and provides retirement-plan consulting including guidance on 401(k) arrangements, Personal Choice Retirement Accounts (PCRAs), and Cash Balance Pension options. The firm also participates in a sub‑advised program that allocates client assets to model portfolios managed by a third‑party investment manager.
PHFA documents client objectives in Investment Policy Statements, seeks discretionary authority to implement allocations, and uses fundamental and quantitative analysis across strategies that can include long‑term and short‑term trading, options, short sales, and margin. The firm requires clients to use specified custodians and may implement model-based strategies through its SEI sub‑advisor arrangement, with advisory and platform fees withdrawn from client accounts.
What distinguishes the firm is its focus on retirement‑plan consulting and use of third‑party sub‑advisers combined with financial planning priced both as fixed projects and on an hourly basis — practices that are less common among peers. The firm’s principal is registered as an insurance agent and also receives referral compensation for certain tax and custodial arrangements, conflicts PHFA discloses and says it manages; as of December 2025 it reported no assets under management and operates with a single management person.
Client services
Expertise
Fee options
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
Main office location
Powerhouse Financial Advisors, Inc.
1674 U.S. Highway 395 North, Suite 208
Minden NV 89423, United States
Number of offices
1
Most active in
California · Nevada · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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")