SW
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Stevany Williamson
3 Years of Experience
Arlington Heights, IL
3 DisclosuresBroker
Stevany Williamson is a registered investment advisor at Empower Advisory Group, LLC, based in Arlington Heights, IL, with 3 years of industry experience. Stevany 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
Arlington Heights, IL
Get directionsHistory
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
September 2022Final
Financial
May 2020Final
Financial
August 2017Final
Employment History
Current Registrations
Empower Advisory Group, LLC
December 2025 - Present · 10 mos
Empower Financial Services, INC.
December 2024 - Present · 1 yr 10 mos
Empower Financial Services, INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2023 - November 2024 · 1 yr 10 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.
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