Sharper Image Financial Services, LLC

Overview

Sharper Image Financial Services, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines fee models — percentage of AUM and fixed fees — and offers comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Ownership is listed as a combination of a domestic entity and an individual, and the adviser notes an industry affiliation with accounting professionals, which suggests coordination on tax and reporting matters. Sharper Image appears positioned as a boutique practice: small asset scale, hands-on financial planning, and a focus on educating clients rather than broad institutional services. It maintains state-level registrations in California, Colorado, Florida, Georgia, North Carolina, and Texas.

Assets & Accounts

Investments & Alternatives

Location & Offices