Powerhouse Financial Advisors, Inc.

Overview

Powerhouse Financial Advisors, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm is structured as a corporation and lists itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It also conducts insurance broking and other financial product sales. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices