FZ
FZ
Francisco Zaragoza
10 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
Francisco Zaragoza is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 10 years of industry experience. Francisco 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 Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $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
Get directionsHistory
Regulatory History (1)
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Financial
October 2018Final
Employment History
Current Registrations
Empower Financial Services, INC.
December 2024 - Present · 1 yr 9 mos
Empower Advisory Group, LLC
December 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.Broker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2022 - December 2024 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
November 2022 - December 2024 · 2 yrs 1 mo
Fidelity Personal and Workplace Advisors
April 2022 - August 2022 · 4 mos
Fidelity Brokerage Services LLCBroker
September 2021 - August 2022 · 11 mos
J.P. Morgan Securities LLCBroker
October 2019 - February 2021 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
August 2016 - June 2019 · 2 yrs 10 mos
Allstate Financial Services, LLCBroker
October 2015 - August 2016 · 10 mos
Princor Financial Services CorporationBroker
September 2014 - September 2015 · 1 yr
State Registrations45 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.