CG
CFP
CG
CFP

Casilda Gorozpe

16 Years of Experience
Centennial, CO
Broker

Casilda Gorozpe is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Centennial, CO, with 16 years of industry experience. Casilda 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

Centennial, CO

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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.

Learn about disclosures →
Employment History
Current Registrations
Empower Financial Services, INC.
May 2022 - Present · 4 yrs
Empower Advisory Group, LLC
May 2022 - Present · 4 yrs
Empower Financial Services, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Transamerica Retirement Advisors, LLC
January 2018 - May 2022 · 4 yrs 4 mos
Transamerica Investors Securities CorporationBroker
January 2018 - May 2022 · 4 yrs 4 mos
Waddell & Reed
July 2009 - December 2017 · 8 yrs 5 mos
Waddell & ReedBroker
July 2009 - December 2017 · 8 yrs 5 mos
State Registrations46 states
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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.
Casilda Gorozpe - Financial Advisor | TrueAdvisor