Sharper Image Financial Services, LLC

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Client assets under management

$1,791,153

Clients

14% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$127,940

About

Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including high‑net‑worth and non‑HNW households. The firm also offers project‑based investment consulting and public educational seminars and workshops intended to be educational rather than individualized tax or investment advice.

The firm tailors portfolios to client goals, time horizons and risk tolerances and employs a range of analytical approaches (including fundamental, technical, quantitative and modern portfolio theory) across strategies from long‑term holdings to trading and option writing. Notably, Sharper Image may use borrowing (margin) and derivative instruments within separately managed accounts—practices that are uncommon among similarly sized supported firms and are described along with related risk considerations in the brochure.

Compared with peers, the firm is small—two advisors managing a limited number of client relationships and modest assets—while its principals also operate affiliated accounting businesses that provide fractional CFO and tax‑preparation services. Those affiliated services and the firm’s paid public workshops are disclosed as potential conflicts of interest and the brochure describes disclosure and mitigation steps, including the client’s ability to engage third parties.

Client services

Financial planning Portfolio management Educational seminars or workshops Investment consulting

Expertise

General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies

Fee options

Fixed

Up to $25,000 based on complexity and client needs for financial planning and ongoing financial planning services; seminars up to $25 per person

Percentage

1.5% annually

Main office location

Sharper Image Financial Services, LLC

Erie CO, United States

Number of offices

Most active in

California · Colorado · Florida · Georgia · North Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn X Website 720-223-0900

Advisors at this firm

Emmett F

Series 65

Erie, CO

Sharper Image Financial Services, LLC

Emmett Fehlau Barton is a financial advisor with Sharper Image Financial Services, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at The Millstone Evans Group and SM Energy, as well as involvement with several affiliated businesses, including serving as lead fractional CFO at TrueInsights CFO, LLC, and president of Sharper Image Holdings, Inc. He also provides tax preparation services through Sharper Image Tax Services, LLC. Sharper Image Financial Services, LLC offers discretionary asset management, financial planning, and investment consulting primarily for individual clients. The firm utilizes various analytical methods and trading strategies, including options and derivatives, and conducts educational seminars to inform the public about investment topics.

General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies

Jarrett S

Series 65

Erie, CO

Sharper Image Financial Services, LLC

Jarrett Sharp is a financial advisor at Sharper Image Financial Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked in various roles including lead fractional CFO at TrueInsights CFO, LLC, lead tax preparer at Sharper Image Tax Services, LLC, and founder and CEO of Sharper Image Holdings, Inc. Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily for individual clients. The firm employs multiple analytical methods and trading strategies, including options and derivatives, and also offers educational seminars and workshops on investment topics.

General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies

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