Facts and Insights
Established with a mission to empower women through financial knowledge and guidance, FINPOWERED FEMALE LLC is a premier financial consulting firm that has been serving clients for over a decade. Led by a team of experienced and knowledgeable financial advisors, the firm has helped numerous clients achieve their financial goals and secure their future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Over 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance solutions
Client Types
FINPOWERED FEMALE LLC provides personalized financial services to a diverse range of clients, including:
- Working professionals
- Business owners
- Retirees
- High-net-worth individuals
- Women entrepreneurs
Fees & Compensation
As a client-focused firm, FINPOWERED FEMALE LLC operates on a fee-only basis. This means that the firm does not earn any commissions from third-party companies for recommending their products or services. This fee structure ensures that the firm’s interests are aligned with the clients’ best interests, and there are no conflicts of interest.
Background
FINPOWERED FEMALE LLC was founded by a team of highly qualified and experienced financial advisors who share a passion for empowering women through financial literacy and guidance. With a holistic approach to financial planning, the firm takes into consideration not just the client’s financial goals but also their values and priorities. The firm’s personalized and comprehensive financial plans help clients make well-informed financial decisions and lay a solid foundation for their future financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINPOWERED FEMALE LLC is legally required to act in the best interests of its clients and provide transparent and accurate information. The firm’s advisors have a fiduciary duty to always put the clients’ interests first and disclose any potential conflicts of interest. Clients can also find information about the firm’s fees, services, and disciplinary history on the publicly available ADV form filed with the Securities and Exchange Commission (SEC).