PlannerFees

Empowering Finance, LLC fees and pricing

Financial planner in Portland, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 28, 2026, Empowering Finance, LLC charges $444 an hour, a flat or project fee of $2,222⁠-⁠$8,888, a monthly fee of $648⁠-⁠$2,778, a quarterly fee of $1,945⁠-⁠$8,334, and an annual fee of $7,777⁠-⁠$33,333 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$444/hr
“Fees will be charged at the current hourly rate ($444/hour).”
Flat or project fee
$2,222⁠-⁠$8,888
“Investment Management Services Investment Management Services will be included without additional charge for Clients utilizing our Ongoing Comprehensive Financial Planning Services. 7 Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of…”
Monthly fee
$648⁠-⁠$2,778/mo
“For clients paying monthly, the fee is $648-$2,778 per month (paid via ACH by AdvicePay).”
Quarterly fee
$1,945⁠-⁠$8,334/qtr
“For clients paying quarterly, the fee is $1,945-$8,334 per quarter (paid via debiting EF managed accounts at Charles Schwab).”
Annual fee
$7,777⁠-⁠$33,333/yr
“Investment Management Services Investment Management Services will be included without additional charge for Clients utilizing our Ongoing Comprehensive Financial Planning Services. 7 Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of a one-time upfront charge of…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Empowering Finance, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are based on complexity and needs of the Client, and may be negotiable in certain cases.”
  • “Ongoing fees will be paid in arrears, either monthly or quarterly.”
  • “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”

How Empowering Finance, LLC’s fees compare

  • Its hourly rate of $444 is above the Oregon median of $250. 94% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 32 of the 34 other planners in Portland that publish an hourly rate charge less.
  • Its flat or project fee of $2,222-$8,888 spans the Oregon median of $4,000. 68% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 13 of the 22 other planners in Portland that publish a flat or project fee charge less.
  • Its annual fee of $7,777-$33,333 is above the Oregon median of $7,750. 88% of the 33 other Oregon planners that publish an annual fee charge less.
  • 12 of the 13 other planners in Portland that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Empowering Finance, LLC

  • Principal: Corey Beal
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Clients
27
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$37,244,750
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310901
Website
empoweringfinance.com (opens in new tab)
Phone
(503) 213-6463

Can advise clients in 3 states: California, Hawaii, Oregon

Other planners in Portland that publish fees

Compare all 63 planners in Portland

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.