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JB
CFP
JB
CFP

John Barnes

Empower Advisory Group, LLC
18 Years of Experience
El Dorado Hills, CA
2 Disclosures
View SEC Summary
View SEC Summary

John Barnes is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in El Dorado Hills, CA, with 18 years of industry experience. John 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 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
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
—
View Full SEC Brochure

Location

El Dorado Hills, CA

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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.
Customer Dispute
March 2018
Denied
Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Personal Capital Advisors Corporation
March 2017 - April 2023 · 6 yrs 1 mo
Strategic Advisers, INC.
July 2012 - June 2016 · 3 yrs 11 mos
Chase Investment Services CORP.
December 2011 - May 2012 · 5 mos
USAA Financial Planning Services
February 2008 - November 2011 · 3 yrs 9 mos
UBS Financial Services INC.
February 2007 - January 2008 · 11 mos
State Registrations1 state
CA
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.
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