$293.0K Total AUM
$293.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-28-2023
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Financial Empowerment
Financial Empowerment LLC is an independent, Texas-registered advisor serving the Dallas metroplex, offering financial planning and analysis, wealth management, retirement planning, and consulting. The firm is fiduciary-led and builds portfolios primarily with ETFs. Clients can engage via flexible hourly or AUM-based pricing, and the firm notes membership in XYPN.
Team overview
-- AVG AGE
$293.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Matthew Paul Gagnon
Chief Compliance Officer, Managing Member
- CRD
- #5534864
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,986 | -- |
| Non-Discretionary | $0 | -- |
| Total | $292,986 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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