Empower Financial Advisory, LLC fees and pricing
Financial planner in Glastonbury, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 6, 2026, Empower Financial Advisory, LLC charges an annual fee of $1,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,500-$20,000/yr
“Ongoing financial planning engagements are billed a fixed engagement fee of $1,500 to $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Empower Financial Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
How Empower Financial Advisory, LLC’s fees compare
- Its annual fee of $1,500-$20,000 spans the Connecticut median of $6,000. 74% of the 27 other Connecticut planners that publish an annual fee charge less.
About Empower Financial Advisory, LLC
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 290
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $635,801,070
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313968
- Phone
- (860) 494-2600
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, Pennsylvania
Other planners in Glastonbury that publish fees
- Briggs Wealth Management, Inc.Glastonbury$150-$500/hr, $5,000-$10,000
- Mark Sheptoff Financial Planning LLCGlastonbury$300/hr
- Somnio Financial Group, LLCGlastonbury$8,000/yr
- Top Private WealthGlastonbury$400/hr, $6,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.