SB
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Scott Bennett

31 Years of Experience
Greenwood Village, CO
Broker

Scott Bennett is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 31 years of industry experience. Scott 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

Scott receives trailing commissions from Modern Woodmen of America on previously sold business, without soliciting or servicing any new clients. Scott also owns land in Macon, GA with his wife through LandAbundance, LLC.

Employment History
Current Registrations
Empower Advisory Group, LLC
November 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.
November 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.Broker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Mwa Financial Services, INC.
February 2010 - October 2023 · 13 yrs 8 mos
Mwa Financial Services INC.Broker
June 2009 - October 2023 · 14 yrs 4 mos
Park Avenue Securities LLC
June 2006 - March 2009 · 2 yrs 9 mos
Peachtree Planning Advisors, INC.
January 2005 - December 2008 · 3 yrs 11 mos
Park Avenue Securities LLCBroker
August 2004 - March 2009 · 4 yrs 7 mos
AXA Advisors, LLC
October 2003 - August 2004 · 10 mos
AXA Advisors, LLCBroker
September 2003 - August 2004 · 11 mos
Allstate Financial Services, LLCBroker
October 2002 - June 2003 · 8 mos
AXA Advisors, LLCBroker
July 1995 - September 2002 · 7 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1995 - January 2000 · 4 yrs 6 mos
Equico Securities, INC.Broker
July 1995 - July 1995 · 0 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1995 - July 1995 · 0 mos
United Securities Alliance, INC.Broker
March 1995 - June 1995 · 3 mos
Sentra Securities CorporationBroker
December 1994 - March 1995 · 3 mos
Wma Securities, INC.Broker
April 1994 - December 1994 · 8 mos
State Registrations45 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.