EMPOWER FINANCIAL ADVISORY, LLC

RIASEC RegisteredEst. 2021

Total AUM

$636M

Discretionary

$636M

100% of AUM

Avg account

$422K

Accounts

1,508

Employees

Advisory reps

Firm details

Headquarters: GLASTONBURY, Connecticut
CRD number: 313968
Registered since: May 21, 2021
Website: www.empowerfa.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80%
Individuals19.95%
Pension & Profit Sharing Plans0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Empower Financial Advisory, LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services, as filed, focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Empower is not structured as a capital allocator and does not identify as an active ESG investor. The firm lists an affiliation with an insurance company.