BS
CFP
BS
CFP

Brandi Starr

20 Years of Experience
Odessa, FL
Broker

Brandi Starr is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Odessa, FL, with 20 years of industry experience. Brandi 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
—
Loading...

Location

Odessa, FL

Get directions

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.

Learn about disclosures →
Other Business Activities

Brandi is a volunteer group leader at Grace Family Church, leading a financial freedom class. She discusses budgeting, saving, and spending goals without compensation or soliciting business.

Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 6 mos
Empower Financial Services, INC.
April 2023 - Present · 3 yrs 6 mos
Empower Financial Services, INC.Broker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Morgan Stanley
January 2023 - March 2023 · 2 mos
Morgan StanleyBroker
January 2023 - March 2023 · 2 mos
E*trade Capital Management, LLC
March 2016 - March 2023 · 7 yrs
E*trade Securities LLCBroker
February 2016 - March 2023 · 7 yrs 1 mo
Amerivest Investment Management, LLC
January 2011 - February 2016 · 5 yrs 1 mo
TD Ameritrade, INC.
January 2011 - February 2016 · 5 yrs 1 mo
TD Ameritrade, INC.Broker
May 2006 - February 2016 · 9 yrs 9 mos
State Registrations46 states
AKALARAZCACTDEFLGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
Brandi Starr - Financial Advisor | TrueAdvisor