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Brett Longfield

26 Years of Experience
Bella Vista, AR
Broker

Brett Longfield is a registered investment advisor at Empower Advisory Group, LLC, based in Bella Vista, AR, with 26 years of industry experience. Brett 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

Bella Vista, AR

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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.

Learn about disclosures →
Employment History
Current Registrations
Empower Financial Services, INC.
August 2024 - Present · 1 yr 9 mos
Empower Advisory Group, LLC
August 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Citigroup Global Markets INC.
August 2021 - April 2024 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2021 - April 2024 · 2 yrs 8 mos
Citigroup Global Markets INC.
June 2021 - June 2021 · 0 mos
Citigroup Global Markets INC.Broker
June 2021 - June 2021 · 0 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2021 · 8 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - August 2021 · 8 yrs 10 mos
Chase Investment Services CORP.
September 2012 - October 2012 · 1 mo
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2012 · 3 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2006 - April 2007 · 8 mos
Morgan Stanley Dw INC.Broker
June 2006 - April 2007 · 10 mos
Presidio Capital Advisors, LLCBroker
April 2003 - June 2006 · 3 yrs 2 mos
C.E. Unterberg, Towbin (a California Limited Partnership)Broker
August 2001 - April 2003 · 1 yr 8 mos
Banc of America Securities LLCBroker
July 1999 - August 2001 · 2 yrs 1 mo
Piper Jaffray INC.Broker
April 1999 - July 1999 · 3 mos
Nationsbanc Montgomery Securities LLCBroker
January 1999 - May 1999 · 4 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Brett Longfield - Financial Advisor | TrueAdvisor