KD
KD

Keith Dorney

19 Years of Experience
Wilmington, NC
1 Disclosure

Keith Dorney is a registered investment advisor at Empower Advisory Group, LLC, based in Wilmington, NC, with 19 years of industry experience. Keith 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 297,074 clients with $200B in assets under management.

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

Wilmington, NC

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History

Regulatory History (1)
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Regulatory
December 2025
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
My Personal Cfo, LLC
January 2021 - April 2021 · 3 mos
Fisher Investments
April 2018 - September 2020 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2015 - April 2018 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - April 2018 · 2 yrs 6 mos
Edward Jones
February 2012 - November 2015 · 3 yrs 9 mos
Edward JonesBroker
December 2011 - November 2015 · 3 yrs 11 mos
Bny Convergex Execution Solutions LLCBroker
January 2007 - January 2007 · 0 mos
Lynch, Jones & Ryan LLCBroker
August 2005 - January 2007 · 1 yr 5 mos
Bny Brokerage INC.Broker
August 1999 - August 2005 · 6 yrs
State Registrations1 state
NC
Advisor

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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