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Daniela Bonilla

Empower Advisory Group, LLC
4 Years of Experience
Clearwater, FL
1 DisclosureBroker
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Daniela Bonilla is a registered investment advisor at Empower Advisory Group, LLC, based in Clearwater, FL, with 4 years of industry experience. Daniela 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.

Empower Advisory Group, LLC
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

Clearwater, FL

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History

Regulatory History (1)
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
January 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
February 2026 - Present · 8 mos
Empower Financial Services, INC.
February 2026 - Present · 8 mos
Empower Financial Services, INC.Broker
February 2026 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2024 - October 2025 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2024 - October 2025 · 1 yr
Fidelity Personal and Workplace Advisors
September 2023 - September 2024 · 1 yr
Fidelity Brokerage Services LLCBroker
December 2021 - September 2024 · 2 yrs 9 mos
State Registrations46 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.
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