Firm
Empowering Finance, LLC
Portland, Oregon
Fee-only
Empowering Finance, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 7 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 101 accounts).
- Its ongoing planning fee starts at $7,777 a year, above the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | empoweringfinance.com |
| [email protected] | |
| Phone | (503) 213-6463 |
Empowering Finance, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,777 a year |
|---|---|
| One-time plan | From $2,222 |
| Hourly | $333 an hour |
| How it charges | Flat fee · Hourly · Ongoing planning fee |
In the firm's words
"$7,777/year for an individual and $9,999/year for a couple" source
"plus a one-time set-up fee that ranges from $2,222-$4,444." source
"We have two hourly rates, either $333 or $444 per hour" source
"We offer a flat-fee annual comprehensive package that includes investment management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 20 |
| High-net-worth clients | 7 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | October 6, 2026 |
| SEC record | CRD 310901 |