TB
TB

Todd Burnaford

16 Years of Experience
Greenwood Village, CO

Todd Burnaford is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 16 years of industry experience. Todd 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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Other Business Activities

Todd co-owns a bagel shop with his spouse, assisting with administrative duties outside of Empower business hours. He also co-owns and manages a short-term rental property with his spouse, spending a few hours per week on tasks like updating listings and scheduling cleaning services.

Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Personal Capital Advisors Corporation
May 2017 - April 2023 · 5 yrs 11 mos
Prudential Investment Management Services LLCBroker
January 2014 - February 2017 · 3 yrs 1 mo
New England Securities Corporation
July 2010 - August 2013 · 3 yrs 1 mo
New England SecuritiesBroker
October 2009 - August 2013 · 3 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
June 2009 - October 2009 · 4 mos
State Registrations1 state
CO
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.
Todd Burnaford - Financial Advisor | TrueAdvisor