DL
DL

Dean Larson

20 Years of Experience
Saint Johns, FL
1 DisclosureBroker

Dean Larson is a registered investment advisor at Empower Advisory Group, LLC, based in Saint Johns, FL, with 20 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Saint Johns, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2013
Denied
Other Business Activities

Dean owns a weight loss website/blog since 2019, dedicating minimal time to it, and a self-published book on Amazon since 2020, dedicating about 10-20% of his time. He also owns JML Land, Inc, an LLC created to purchase land for building a home, dedicating a few hours per week.

Employment History
Current Registrations
Empower Advisory Group, LLC
June 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.
June 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - June 2022 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - June 2022 · 11 yrs 6 mos
AXA Advisors, LLCBroker
October 2010 - December 2010 · 2 mos
Ifg Network Securities, INC.Broker
July 1994 - December 1994 · 5 mos
Metlife Securities INC.Broker
March 1993 - July 1993 · 4 mos
Metropolitan Life Insurance CompanyBroker
March 1993 - July 1993 · 4 mos
Intersecurities, INC.Broker
May 1992 - February 1993 · 9 mos
First American National Securities, INC.Broker
January 1988 - December 1991 · 3 yrs 11 mos
State Registrations46 states
AKALARAZCACTDEFLGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.