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Brittney Whatley

Empower Advisory Group, LLC
14 Years of Experience
Pueblo, CO
3 DisclosuresBroker
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Brittney Whatley is a registered investment advisor at Empower Advisory Group, LLC, based in Pueblo, CO, with 14 years of industry experience. Brittney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Pueblo, CO

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2021
Final
Financial
July 2020
Final
Financial
August 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
July 2026 - Present · 3 mos
Empower Financial Services, INC.
March 2022 - Present · 4 yrs 7 mos
Empower Financial Services, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
September 2012 - March 2022 · 9 yrs 6 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.
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