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Zach Carey

Empower Advisory Group, LLC
25 Years of Experience
Oxford, MS
1 DisclosureBroker
View SEC Summary
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Zach Carey is a registered investment advisor at Empower Advisory Group, LLC, based in Oxford, MS, with 25 years of industry experience. Zach is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Oxford, MS

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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.
Employment Separation After Allegations
March 2000
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 6 mos
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 6 mos
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Alexander Capital, L.P.Broker
August 2019 - January 2020 · 5 mos
Calton & Associates, INC.Broker
January 2006 - May 2019 · 13 yrs 4 mos
Duncan-Williams, INC.Broker
April 2000 - January 2006 · 5 yrs 9 mos
Aragon Financial Services, INC.Broker
August 1999 - March 2000 · 7 mos
Painewebber IncorporatedBroker
June 1999 - August 1999 · 2 mos
Carty & Company, INC.Broker
September 1998 - May 1999 · 8 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.
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