Corey Beal
Empowering Finance, LLC · Portland, Oregon
Corey Beal is a fee-only financial advisor at Empowering Finance, LLC in Portland, Oregon, who holds the CFP credential. Corey charges a flat fee or retainer, hourly fees and an ongoing planning fee (ongoing planning from $7,777 a year and one-time plans from $2,222) and focuses on flat-fee planning and small business owners.
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Specialties
Who they serve
- Founders
- Mid-life transitions
Facts
| Firm | Empowering Finance, LLC |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,777 a year · One-time plans from $2,222 · $333 an hour |
| Assets under management | $37.2M across 101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI, OR, TX · CRD 6146939 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | empoweringfinance.com |
| Profile |
How Corey's firm compares
- Ongoing planning starts at $7,777 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,222, below the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $333, above the US median of $300 for fee-only firms that publish prices.
- Empowering Finance, LLC's average account is about $369,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Corey
Is Corey Beal a fee-only financial advisor?
Yes. Corey Beal is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Corey's firm.
How does Corey charge for financial advice?
Corey charges a flat fee or retainer, hourly fees and an ongoing planning fee.
How much does Corey charge?
According to Empowering Finance, LLC's website, checked October 28, 2026: ongoing planning from $7,777 a year; one-time plans from $2,222; $333 an hour.
Where is Corey Beal based?
Corey Beal is based in Portland, Oregon.
What does Corey specialize in?
Corey's specialties include flat-fee planning and small business owners. Corey works with founders and mid-life transitions.
What credentials does Corey Beal hold?
Corey Beal holds the CFP credential.
Is Corey Beal registered with the SEC?
Yes. Corey Beal is registered as an investment adviser representative in CA, HI, OR and TX (CRD 6146939), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Empowering Finance, LLC manage?
Empowering Finance, LLC reports $37.2M across 101 accounts in assets under management.
How do I contact Corey Beal?
Through Corey's website, empoweringfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Empowering Finance, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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