# Financial Empowerment

> Financial Empowerment is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 328342
- Filed as: FINANCIAL EMPOWERMENT
- Legal name: Financial Empowerment LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328342
- AdvisorCensus page: https://advisorcensus.com/firm/financial-empowerment-328342

## Quick answers

**How is Financial Empowerment compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Empowerment reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Financial Empowerment registered with the SEC or a state?**
Financial Empowerment is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328342.

**How much does Financial Empowerment manage?**
Financial Empowerment reports $292,986 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**Does Financial Empowerment report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328342

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $292,986
- Discretionary: $292,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $93,010 |
| High net worth individuals | Fewer than 5 | $199,976 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- empowermenttools.net
- LinkedIn @financial-empowerment-tx
- LinkedIn @matthewpgagnon
- X @fin_empowerment
- YouTube @financialempowermenttexas

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Empowerment (CRD 328342): Form ADV filing data as of October 2026.