A complete list of active advisors currently associated with Empower Wealth Management
Warmer can help you find a great advisor at Empower Wealth Management or one who fits your needs even better.
Empower Wealth Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary and limited non‑discretionary portfolio management, and pension consulting. The firm also facilitates related services through an affiliated entity that provides insurance products and tax‑preparation services. The firm implements client portfolios primarily by using model portfolios and related research provided by a sub‑adviser (including Foundations Investment Advisors LLC and other model managers), while Empower Wealth Management retains responsibility for supervision, portfolio rebalancing, and client servicing; accounts are typically reviewed at least annually. Investments may include mutual funds, ETFs, equities, fixed income and other instruments, and the firm’s disclosures note the possible use of non‑traditional exposures that carry additional risks. Compared with many peers, Empower Wealth Management combines roughly $349 million in reported assets with a large client base served by a small team (551 clients and five advisors), resulting in a relatively high client‑to‑advisor load. The firm’s materials emphasize model and sub‑adviser disclosures (clients receive sub‑adviser Form ADV materials) and its client‑facing information also incorporates model, hypothetical or predecessor performance figures, third‑party ratings and endorsements/testimonials, while disclosing the affiliated insurance and tax activities and the related conflicts of interest.
To learn more about the advisors currently working at Empower Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cedar Park, TX
| 6
| |
Cedar Park, TX
| 9
| |
Cedar Park, TX
| 4
| |
Cedar Park, TX
| 5
| |
Cedar Park, TX
| 6
|
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