EP
CFP
EP
CFP

Eric Powers

17 Years of Experience
Glastonbury, CT

Eric Powers is a CFP-designated registered investment advisor at Top Private Wealth, based in Glastonbury, CT, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 150 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
150 clients
Average Client Portfolio
$710K average
Assets Under Management
$106.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M0.50%
$2.0M - $3.0M0.25%
$3M+0.00%

Legacy clients may be grandfathered in at a flat or tiered fee. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

EP
Eric Powers

Location

703 Hebron Avenue, Glastonbury, CT, 06033

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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

Eric owns Powers Tax Preparation Services, where he works as a tax preparer. He also owns SkyBlue Wealth Advisors, which is a pass-through entity for business and tax purposes.

Employment History
Current Registrations
Top Private Wealth
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Private Advisor Group, LLC
July 2014 - August 2024 · 10 yrs 1 mo
LPL Financial LLCBroker
March 2012 - October 2022 · 10 yrs 7 mos
LPL Financial LLC
March 2012 - October 2015 · 3 yrs 7 mos
Metlife Securities INC.
March 2009 - April 2012 · 3 yrs 1 mo
Metlife Securities INC.Broker
October 2008 - April 2012 · 3 yrs 6 mos
State Registrations2 states
CTME
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.
EP
Contact
Eric Powers