KD
KD

Keith Dorney

19 Years of Experience
Wilmington, NC

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 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

Wilmington, NC

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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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Employment History
Current Registrations
Empower Advisory Group, LLC
May 2023 - Present · 3 yrs
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
NJ
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.
Keith Dorney - Financial Advisor | TrueAdvisor