POWERHOUSE FINANCIAL ADVISORS, INC.

RIASEC Registered

Total AUM

$96.9M

Discretionary

$96.9M

100% of AUM

Avg account

$378K

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: MINDEN, Nevada
CRD number: 338952
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.04%
HNWI45.96%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Powerhouse Financial Advisors, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management services, including work for small businesses and advisory support around selecting other advisers. Its billing model includes AUM-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.