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Firm

Financial Empowerment, LLC

Burnsville, Minnesota

Fee-only

Financial Empowerment, LLC at a glance

  • One of 180 fee-only firms based in Minnesota in the Wellspent graph.
  • 2 advisors are listed here; all hold the CFP.
  • Its Form ADV reports 2 employees and 100 individual clients, 73 of them high net worth.
  • Its average account is about $378,000 (assets it manages divided by its 334 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Based inBurnsville, Minnesota
Websitefinempowerment.com
Email[email protected]
Phone(952) 646-0026

Financial Empowerment, LLC fees

Financial Empowerment, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

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 byPercentage of assets · Hourly · Fixed fees
Assets managed$126 million
Individual clients27
High-net-worth clients73
Accounts managed334
Employees2
Planning clients101-250
Registered withThe SEC (801-136104)
Financial planningOffered
Form ADV filedMarch 31, 2026
SEC recordCRD 131425

Advisors at this firm (2)

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