BS
BS

Barry Solon

34 Years of Experience
Greenwood Village, CO
Broker

Barry Solon is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 34 years of industry experience. Barry 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
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barry is the President of the Brookview Estates Homeowners Association, a non-investment related activity. He spends minimal time collecting dues and managing maintenance payments.

Employment History
Current Registrations
Empower Advisory Group, LLC
January 2025 - Present · 1 yr 4 mos
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Investment Management Services LLCBroker
September 2019 - April 2022 · 2 yrs 7 mos
Kestra Advisory Services, LLC
August 2016 - September 2019 · 3 yrs 1 mo
Kestra Investment Services, LLCBroker
August 2016 - August 2019 · 3 yrs
Kestra Advisory Services, LLC
April 2016 - June 2016 · 2 mos
NFP Advisor Services, LLC
September 2014 - June 2016 · 1 yr 9 mos
Kestra Investment Services, LLCBroker
September 2014 - June 2016 · 1 yr 9 mos
Allianz Life Financial Services, LLCBroker
April 2014 - September 2014 · 5 mos
Strategic Advisers, INC.
November 2013 - March 2014 · 4 mos
Fidelity Brokerage Services LLCBroker
January 2013 - March 2014 · 1 yr 2 mos
Ge Investment Distributors, INCBroker
January 2005 - July 2012 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
August 1999 - August 2004 · 5 yrs
Painewebber IncorporatedBroker
July 1997 - June 1998 · 11 mos
Titus & Donnelly GPBroker
June 1989 - July 1997 · 8 yrs 1 mo
State Registrations2 states
NJNY
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.