KS
CFP
KS
CFP

Kedric Spearman

23 Years of Experience
Fort Mill, SC
Broker

Kedric Spearman is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Fort Mill, SC, with 23 years of industry experience. Kedric 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.

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

Fort Mill, SC

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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 Financial Services, INC.
September 2023 - Present · 3 yrs 1 mo
Empower Advisory Group, LLC
September 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.Broker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Vanguard Advisers, INC.
May 2016 - August 2023 · 7 yrs 3 mos
Vanguard Marketing CorporationBroker
May 2016 - August 2023 · 7 yrs 3 mos
Advice and Planning Services
August 2014 - April 2016 · 1 yr 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2012 - April 2016 · 3 yrs 7 mos
Vanguard Marketing CorporationBroker
August 2002 - September 2012 · 10 yrs 1 mo
State Registrations45 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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