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Chelsea Kirst

9 Years of Experience
Coalville, UT
1 DisclosureBroker

Chelsea Kirst is a registered investment advisor at Empower Advisory Group, LLC, based in Coalville, UT, with 9 years of industry experience. Chelsea 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.

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
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Location

Coalville, UT

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History

Regulatory History (1)
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Financial
June 2026
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2026 - Present · 6 mos
Empower Financial Services, INC.
November 2023 - Present · 2 yrs 11 mos
Empower Financial Services, INC.Broker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ally Invest Securities LLCBroker
May 2021 - November 2023 · 2 yrs 6 mos
E*trade Securities LLCBroker
April 2017 - June 2021 · 4 yrs 2 mos
State Registrations1 state
UT
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.