Powerhouse Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Powerhouse Financial Advisors reports 226 clients. They include 204 individual clients and 22 high-net-worth individuals. Of its assets, 100.0% ($108M across 621 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 54% |
| High-net-worth individuals | 10% | 46% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 204 | $58.1M | 53.7% | $285K |
| High-net-worth individuals | 22 | $50.1M | 46.3% | $2.28M |
| Total | 226 | $108M | 100% | $479K |
- Clients
- 204
- Regulatory AUM
- $58.1M
- AUM share
- 53.7%
- Avg. per client
- $285K
- Clients
- 22
- Regulatory AUM
- $50.1M
- AUM share
- 46.3%
- Avg. per client
- $2.28M
Total
- Clients
- 226
- Regulatory AUM
- $108M
- AUM share
- 100%
- Avg. per client
- $479K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Powerhouse Financial Advisors charges 0.40%–1.00% a year for its Discretionary Portfolio Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $1,500 to $3,000 per engagement, or an hourly fee of $350 to $450.
It has 1 employee.
Leadership
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
Besides its headquarters, Powerhouse Financial Advisors has 1 office, with 1 listed address in Nevada.
Nevada · 1 listed address
- 1674 U.S. Highway 395 North, Suite 208, MindenHQ
Contact and registration details
- Legal name
- Powerhouse Financial Advisors, Inc.
- Headquarters
- 1674 U.S. Highway 395 North, Suite 208, Minden, NV 89423
- Phone
- 775-266-8867
- SEC file
- 801-137068
- Structure
- Nevada corporation
- Fiscal year end
- December
Powerhouse Financial Advisors does not have custody of client assets.
At year end, Powerhouse Financial Advisors’ separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
- Non-exchange-traded equities90%
- Exchange-traded equities10%
How many clients does Powerhouse Financial Advisors have?
Powerhouse Financial Advisors has 226 clients and manages $108 million for them, as of September 2026. They include 204 individual clients and 22 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Powerhouse Financial Advisors offer?
Powerhouse Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Powerhouse Financial Advisors charge?
Powerhouse Financial Advisors charges 0.40%–1.00% a year for its Discretionary Portfolio Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
How many financial advisors does Powerhouse Financial Advisors have?
Powerhouse Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Powerhouse Financial Advisors invest in?
At the end of its last fiscal year, Powerhouse Financial Advisors’ separately managed accounts held 90% non-exchange-traded equities and 10% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Powerhouse Financial Advisors get paid?
Powerhouse Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Powerhouse Financial Advisors registered with the SEC?
Yes, Powerhouse Financial Advisors has been registered with the SEC as an investment adviser since 21 August 2026. Its CRD number is 338952 and its SEC file number is 801-137068.
Source: Form ADV Part 1A, Item 1, filed 10 September 2026; IAPD firm record
How do I contact Powerhouse Financial Advisors?
Powerhouse Financial Advisors’ main office is at 1674 U.S. Highway 395 North, Suite 208, Minden, NV 89423. Its phone number is 775-266-8867. Its website is powerhousefinancialadvisors.com.