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Charrissa Wright

Empower Advisory Group, LLC
17 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
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Charrissa Wright is a registered investment advisor at Empower Advisory Group, LLC, based in Jacksonville, FL, with 17 years of industry experience. Charrissa 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
1930 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

Jacksonville, FL

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History

Regulatory History (2)
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
July 1999
Criminal
July 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
March 2025 - Present · 1 yr 7 mos
Empower Financial Services, INC.
February 2025 - Present · 1 yr 8 mos
Empower Financial Services, INC.Broker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Sofi Wealth LLC
February 2022 - July 2024 · 2 yrs 5 mos
Sofi Securities LLCBroker
February 2022 - July 2024 · 2 yrs 5 mos
First Command Advisory Services
October 2018 - February 2022 · 3 yrs 4 mos
First Command Brokerage Services, INC.Broker
September 2018 - February 2022 · 3 yrs 5 mos
Pruco Securities, LLC.Broker
February 2018 - February 2018 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - June 2017 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - June 2017 · 5 yrs 9 mos
Strategic Advisers, INC.
February 2010 - October 2010 · 8 mos
Fidelity Brokerage Services LLCBroker
November 2006 - August 2011 · 4 yrs 9 mos
State Registrations46 states
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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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