NP
NP

Nolan Powers

14 Years of Experience
Colorado Springs, CO
Broker

Nolan Powers is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Colorado Springs, CO, with 14 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

2220 Briargate Parkway, Colorado Springs, CO, 80920

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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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Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
August 2022 - Present · 3 yrs 9 mos
T. Rowe Price Investment Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
T. Rowe Price Advisory Services, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Gwfs Equities, INC.Broker
January 2022 - July 2022 · 6 mos
Advised Assets Group, LLC
January 2022 - July 2022 · 6 mos
T. Rowe Price Investment Services, INC.Broker
July 2016 - January 2022 · 5 yrs 6 mos
T. Rowe Price Advisory Services, INC.
July 2016 - January 2022 · 5 yrs 6 mos
Ameriprise Financial Services, INC.
October 2015 - June 2016 · 8 mos
Ameriprise Financial Services, INC.Broker
October 2015 - June 2016 · 8 mos
Waddell & Reed
April 2012 - November 2015 · 3 yrs 7 mos
Waddell & ReedBroker
February 2012 - November 2015 · 3 yrs 9 mos
Waddell & Reed, INC.Broker
February 2011 - October 2011 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.