Powwow, LLC

Powwow, LLC is a solo registered investment adviser that serves individuals (including high-net-worth clients), charitable organizations, corporations, and state or municipal entities. The firm provides comprehensive financial planning—including retirement, tax-aware planning, estate and elder-care considerations—alongside investment management delivered primarily through recommendations and oversight of third‑party money managers.

The firm’s investment approach emphasizes passive portfolio construction and the use of outside managers; Powwow reports no discretionary assets under management and supervises mostly non‑discretionary accounts where clients or chosen managers retain trading authority. Its advisory services are delivered through project-based plans, hourly engagements, and an ongoing subscription‑style membership that allocates a set number of planner hours over a year.

Powwow is noteworthy among peers for combining a subscription membership model with a predominantly non‑discretionary business model—both features that are uncommon for independent solo advisers. The firm also offers public seminars and speaking engagements and provides consulting to other advisers and to employer/municipal benefit matters, reflecting a broader mix of educational and pension‑related advisory activity than is typical for a firm of its size.