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Mark Leaf

11 Years of Experience
Greenwood Village, CO
Broker

Mark Leaf is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 11 years of industry experience. Mark 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.

Learn about disclosures →
Employment History
Current Registrations
Empower Financial Services, INC.Broker
July 2025 - Present · 10 mos
Empower Advisory Group, LLC
July 2025 - Present · 10 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
July 2024 - April 2025 · 9 mos
Cetera Investment Advisers LLC
July 2024 - April 2025 · 9 mos
Cetera Advisor Networks LLCBroker
July 2024 - April 2025 · 9 mos
Cetera Advisors LLCBroker
July 2024 - April 2025 · 9 mos
Cetera Investment Services LLCBroker
July 2024 - April 2025 · 9 mos
Empower Financial Services, INC.Broker
October 2020 - June 2023 · 2 yrs 8 mos
Empower Advisory Group, LLC
October 2020 - June 2023 · 2 yrs 8 mos
Advice and Planning Services
October 2015 - March 2020 · 4 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2015 - March 2020 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
July 2013 - January 2015 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
State Registrations2 states
COKS
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.
Mark Leaf - Financial Advisor | TrueAdvisor