Ember L. Flack, Jd, Cfp, Clu, Chfc

Overview

Ember L. Flack, Jd, Cfp, Clu, Chfc operates as a sole-proprietor independent registered investment adviser focused on individuals and families. The firm combines legal practice with financial planning and portfolio management for individuals and small businesses, positioning itself as a boutique adviser that provides tailored advice rather than institutional solutions. Registered with the SEC since 2004, Ember L. Flack, Jd, Cfp, Clu, Chfc delivers advice on a non-discretionary basis, meaning clients retain final trading authority while receiving ongoing planning and investment recommendations. The adviser’s fee mix includes a percentage of assets under management, hourly charges, and fixed fees, reflecting flexibility for both ongoing relationships and one-off engagements. The firm does not present as an ESG-focused manager, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant. Service delivery appears aimed at high-net-worth individuals and families who want coordinated legal and financial planning alongside discretionary-free investment guidance.

Assets & Accounts

Investments & Alternatives

Location & Offices