SHEER EMPOWERMENT FINANCIAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PLYMOUTH, New Hampshire
CRD number
321200
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Sheer Empowerment Financial, LLC is organized as a limited liability company under individual ownership and presents itself as a financial planning-focused adviser. Its listed advisory activity is financial planning services, and its fee model is oriented to non-asset-based billing: hourly charges and fixed fees. The firm is not identified as an active ESG investor, not a pension consultant, and is not flagged as a capital allocator or a related adviser. SEC registration year is not provided and the firm is classified as "Unclassified" in the available snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW SHEERS

    Owner, Chief Compliance OfficerCRD 5087660

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLYMOUTH, NH

GRAFTON

Location

PLYMOUTH, NH

Headquartered in PLYMOUTH, NH, in the Northeast of the United States.

Region
Northeast
County
GRAFTON
Address
75 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth