CM
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Caleb Millsap
3 Years of Experience
Humansville, MO
2 DisclosuresBroker
Caleb Millsap is a registered investment advisor at Empower Advisory Group, LLC, based in Humansville, MO, with 3 years of industry experience. Caleb 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 Value | Annual Fee |
|---|---|
| Any | 0.60% |
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
Humansville, MO
Get directionsHistory
Regulatory History (2)
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Financial
March 2019Final
Financial
February 2018Final
Employment History
Current Registrations
Empower Advisory Group, LLC
October 2025 - Present · 1 yr
Empower Financial Services, INC.Broker
December 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
TD Ameritrade, INC.Broker
June 2022 - January 2023 · 7 mos
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.