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Timothy Hoffman

19 Years of Experience
Greenwood Village, CO
Broker

Timothy Hoffman is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 19 years of industry experience. Timothy 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

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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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
June 2022 - Present · 3 yrs 11 mos
Empower Financial Services, INC.
June 2022 - Present · 3 yrs 11 mos
Empower Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - May 2022 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - May 2022 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - July 2017 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - July 2017 · 4 yrs 1 mo
Thornburg Investment Management INC
June 2008 - January 2012 · 3 yrs 7 mos
Thornburg Securities CorporationBroker
June 2008 - January 2012 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - February 2008 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - February 2008 · 3 yrs 8 mos
State Registrations1 state
FL
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.