TN
TN

Terry Neace

10 Years of Experience
Greenwood, MO
3 DisclosuresBroker

Terry Neace is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood, MO, with 10 years of industry experience. Terry 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
—
Loading...

Location

Greenwood, MO

Get directions

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
August 2022
Final
Financial
June 2021
Final
Financial
May 2021
Final
Employment History
Current Registrations
Empower Advisory Group, LLC
January 2026 - Present · 9 mos
Empower Financial Services, INC.
July 2016 - Present · 10 yrs 3 mos
Empower Financial Services, INC.Broker
July 2016 - Present · 10 yrs 3 mos
State Registrations45 states
AKALARAZCACTDEGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Terry Neace - Financial Advisor | TrueAdvisor