MD
CFP
MD
CFP

Marcel Dumont

12 Years of Experience
Tampa, FL

Marcel Dumont is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Tampa, FL, with 12 years of industry experience. Marcel 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

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
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Fisher Investments
November 2019 - May 2024 · 4 yrs 6 mos
Vanguard Advisers, INC.
October 2019 - November 2019 · 1 mo
Vanguard Marketing CorporationBroker
February 2013 - November 2019 · 6 yrs 9 mos
State Registrations1 state
FL
Advisor

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.