How does the advisor help clients – Key Takeaways:
Ellen Powers Consulting Inc. is a financial consulting firm that helps clients achieve their financial goals through personalized advice and strategic planning. With years of experience in the field, they provide a range of services to cater to the diverse needs of their clients. From budgeting and investment management to retirement planning and insurance coverage, Ellen Powers Consulting Inc. offers comprehensive financial solutions.
Facts and Insights
As of 2021, Ellen Powers Consulting Inc. manages over $100 million in assets under management and has a team of 10 highly qualified and experienced advisors. They have been in business for over 15 years and have established themselves as a trusted and reliable financial advisor firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $100 million+ | 10 |
Financial Services Offered
Ellen Powers Consulting Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Budgeting and cash flow management
- Investment management and portfolio analysis
- Retirement planning and wealth preservation strategies
- Estate planning and intergenerational wealth transfer
- Insurance coverage analysis and recommendations
Client Types
Ellen Powers Consulting Inc. caters to a diverse group of clients, including individuals, families, small businesses, and non-profit organizations. They understand that every client has a unique financial situation and tailor their services to meet their specific needs and goals.
Fees & Compensation
Ellen Powers Consulting Inc. operates on a fee-only basis, which means that they do not earn commissions from the financial products they recommend. This ensures that their advice is always in the best interest of their clients. Their fees are based on a percentage of the assets under management, making it a transparent and fair compensation structure.
Background
Ellen Powers Consulting Inc. was founded in 2005 by financial expert Ellen Powers. With over 20 years of experience in the financial industry, Ellen has a deep understanding of the complexities of financial planning and has successfully helped numerous clients achieve their financial goals. She is also a Certified Financial Planner™ and holds a Bachelor’s degree in Finance.
Financial Advisor Disclosures to Know
As a trusted and transparent financial advisor, Ellen Powers Consulting Inc. wants their clients to have all the necessary information to make informed decisions. Some important disclosures to know about their firm include:
- They are a registered investment advisor with the Securities and Exchange Commission (SEC).
- Ellen Powers Consulting Inc. has no disclosures or disciplinary actions reported with the SEC or any other regulatory body.
- They do not have any affiliations with third-party financial institutions, ensuring that their advice is unbiased and objective.