CG
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Chad Guest
7 Years of Experience
Yukon, OK
4 DisclosuresBroker
Chad Guest is a registered investment advisor at Empower Advisory Group, LLC, based in Yukon, OK, with 7 years of industry experience. Chad 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
10005 Kay Ridge, Yukon, OK, 73099
Get directionsHistory
Regulatory History (4)
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Financial
June 2021Final
Judgment / Lien
April 2021Judgment / Lien
March 2021Judgment / Lien
November 2020Employment History
Current Registrations
Empower Financial Services, INC.Broker
May 2019 - Present · 7 yrs
Empower Advisory Group, LLC
May 2019 - Present · 7 yrs
Empower Financial Services, INC.
May 2019 - Present · 7 yrs
Previous Registrations
Edward Jones
April 2018 - October 2018 · 6 mos
Edward JonesBroker
March 2018 - October 2018 · 7 mos
State Registrations1 state
OK
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.