Powerhouse Financial Advisors, Inc.

Overview

Powerhouse Financial Advisors, Inc. operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses, along with pension consulting and manager selection services. Powerhouse also functions as a capital allocator and engages in insurance and other financial product sales, reflecting its broker activity alongside advisory services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives