Empowering Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees for financial planning services are charged on a fixed-fee basis, and typically range between $2,500 - $15,000 per household, based on plan complexity at an hourly rate of $350/Hr.”

Flat or project fee

$2,500⁠-⁠$15,000

From the same sentence as above.

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

How Empowering Financial bills

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

• “Investment Management Services EF fees are billed on a pro-rata annualized basis monthly in arrears based on the average daily value of each account during the previous month.”
• “Clients receive an invoice in the mail, an upload to a client web portal detailing the fees that are due at the same time.”
• “Clients are responsible for reviewing the accuracy of the invoice.”

How Empowering Financial’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Lafayette that publish a flat or project fee charge less.

About Empowering Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$1,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289866

Website

empoweringfinancial.com (opens in new tab)

Phone

(510) 962-9575

Other planners in Lafayette that publish fees

• Garner Financial ManagementLafayette$300/hr
• Hyphen Wealth ManagementLafayette$2,000⁠-⁠$5,000
• Lewis Asset ManagementLafayette$7,500
• Lloyd Tevis Investments, LLCLafayette$1,250/qtr
• Mosher Financial Advisors LLCLafayette$60⁠-⁠$350/hr
• Olympia Wealth ManagementLafayette$300/hr, $500

Compare all 10 planners in Lafayette