Empath Wealth is a registered investment advisor located in Torrance, California, founded in 2024 by Joseph Guo. The firm offers personalized investment management and financial planning services. Investment management services include building custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, with options for discretionary management or working with outside managers. Financial planning is offered on an ongoing or project basis, covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, and business consulting. Empath Wealth operates as a fee-only firm, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation. The firm does not have a minimum account size requirement.
Fee Structure
Investment management services are included at no additional cost for clients who enroll in ongoing financial planning. If outside managers are used, clients may pay separate fees charged by those managers.