TC
TC

Thomas Cafmeyer

12 Years of Experience
Greenwood Village, CO
Broker

Thomas Cafmeyer is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 12 years of industry experience. Thomas 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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
April 2024 - Present · 2 yrs 1 mo
Empower Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2016 - July 2022 · 6 yrs 3 mos
J.P. Morgan Securities LLC
April 2016 - July 2022 · 6 yrs 3 mos
AXA Advisors, LLC
June 2015 - December 2015 · 6 mos
AXA Advisors, LLCBroker
September 2014 - December 2015 · 1 yr 3 mos
W&s Brokerage Services, INC.Broker
January 2013 - May 2014 · 1 yr 4 mos
State Registrations52 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.
Thomas Cafmeyer - Financial Advisor | TrueAdvisor