TK
TK

Thomas Kalili

31 Years of Experience
Hilo, HI
Broker

Thomas Kalili is a registered investment advisor at Empower Advisory Group, LLC, based in Hilo, HI, with 31 years of industry experience. Thomas 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

History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Thomas is the Board Secretary for the Hilo Hawaiian Men's Golf Club. This activity is not investment-related.

Employment History
Current Registrations
Empower Advisory Group, LLC
January 2024 - Present · 2 yrs 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
August 2013 - April 2022 · 8 yrs 8 mos
Ing Financial Partners, INC
January 2012 - July 2013 · 1 yr 6 mos
Ing Financial Partners, INC.Broker
January 2012 - July 2013 · 1 yr 6 mos
Bankoh Investment Services, INC.
April 2005 - October 2010 · 5 yrs 6 mos
Bankoh Investment Services, INC.
January 2004 - May 2004 · 4 mos
Bankoh Investment Services, INC.Broker
October 1994 - October 2010 · 16 yrs
Pnmr Securities, INC.Broker
July 1994 - September 1994 · 2 mos
Pac Equity Securities, INC.Broker
November 1993 - October 1994 · 11 mos
Pruco Securities CorporationBroker
July 1991 - October 1991 · 3 mos
The Prudential Insurance Company of AmericaBroker
July 1991 - October 1991 · 3 mos
State Registrations1 state
HI
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.