Enlightening the world of wealth management.

Where traditional advisors fizzle, we sizzle – offering the highest level of financial services available.
EmberHouse
Typical Personal Financial Advisor
Typical Roboadvisor
Portfolio Management
Personalized Investment Recommendations
Asset Allocation
Investment Monitoring and Rebalancing
Account Aggregation
Financial Planning
Tailor-made Financial Plan
Financial Goal Identification
Financial Progress Monitoring
Above & Beyond Services
Tailor-made Financial Plan
Life Insurance Needs Consult
Long-Term Care Insurance Guidance
Estate Planning Brainstorming
Unclaimed Property/Funds Search
Annuity Analysis
Debt Repayment Strategy
Values Survey & Inventory
Service Model
Tailor-made Financial Plan
Advisor-to-Client Ratio
70
150
5000
Portfolio Management
Personalized Investment Recommendations
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Asset Allocation
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Investment Monitoring and Rebalancing
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Financial Planning
Tailor-made Financial Plan
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Financial Goal Identification
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Financial Progress Monitoring
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Above & Beyond Services
Next-Generation Wealth Counseling
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Life Insurance Needs Consult
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Long-Term Care Insurance Guidance
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Estate Planning Brainstorming
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Unclaimed Property/Funds Search
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Annuity Analysis
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Debt Repayment Strategy
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Values Survey & Inventory
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Service Model
Service Model
Ember House
Typical Personal
Financial Advisor
Typical
Roboadvisor
Long-Term Care Insurance Guidance
Ember House
70
Typical Personal
Financial Advisor
150
Typical
Roboadvisor
5000

Our worry-free pricing agreement.

Everything we do at EmberHouse is designed to help you reduce money fear and stress and live your best life. Our pricing is no different.

Free Consultation

You don’t pay a dime until we both feel like we’re a good fit for one another.

No Long-Term Contract

Pay as you go and feel free to go whenever you like -- You will never get slapped with termination or liquidation fees from us.

No Hidden Fees

One transparent fee covers all services -- no upcharges, add-ons, transaction fees or any of that nonsense.
Assets
Annual Fee
500k - 1M
1.50%
1M - 2.5M
1.25%
>2.5M
Negotiated
Don’t have $500k but are well on your way and aggressively saving? You may still benefit from EmberHouse, let’s chat and see if we can work together.

We Work for You

We are only paid by our clients as their fiduciary. We don’t accept any commissions and we aren’t captive to any products -- there is never a conflict of interest because you are always our only interest.
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