KP
KP

Kevin Pietro

6 Years of Experience
Greenwood Village, CO
Broker

Kevin Pietro is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 6 years of industry experience. Kevin 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

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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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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Other Business Activities

Kevin runs an e-commerce business on eBay, spending minimal time on it. He also works as a sales assistant/broker for BNR Consulting Group, providing benefits consulting services, dedicating about half his time to this role.

Employment History
Current Registrations
Empower Advisory Group, LLC
March 2024 - Present · 2 yrs 4 mos
Empower Financial Services, INC.Broker
March 2024 - Present · 2 yrs 4 mos
Empower Financial Services, INC.
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
MML Investors Services, LLC
May 2021 - January 2024 · 2 yrs 8 mos
MML Investors Services, LLCBroker
September 2019 - January 2024 · 4 yrs 4 mos
State Registrations1 state
OH
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.