Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
118 clients
Average Client Portfolio
$807K average
Assets Under Management
$95.3M

Fee Structure

This document provides information about Asta Sanders, not the fees charged by Empowered Retirement, Inc. Please refer to Empowered Retirement, Inc.'s brochure for fee information.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

101 Eisenhower Pkwy Suite 300, Roseland, NJ, 07068

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Contact
Asta Sanders
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

Asta is the owner of Empowered Retirement Inc, a registered investment advisor, dedicating nearly full-time hours. She also owns AJS Legacy Holdings LLC, a real estate business, and works as a contract planner for Origin Financial, spending about 10-20% of her time and about a quarter of her time respectively on these activities.

Employment History
Current Registrations
Empowered Retirement, INC.
January 2017 - Present · 9 yrs
Previous Registrations
Origin Investment Advisory LLC
January 2022 - January 2024 · 2 yrs
Empowered Retirement, INC.
May 2015 - December 2016 · 1 yr 7 mos
Primevest Financial Services, INC.
September 2005 - September 2012 · 7 yrs
Ryan Beck & CO.
November 2004 - September 2005 · 10 mos
Dreyfus Service Corporation
May 2004 - October 2004 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2000 - May 2004 · 4 yrs 1 mo
State Registrations3 states
CANJTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

I have been in the business for over twenty years, but it was never my goal to win the popularity contest between advisors. I believe that my time is spent the best on helping my clients with whatever challenges they face. Maybe your yearly tax review will uncover that you should use a much different strategy to transfer some assets to your children, maybe your investments were placed in the wrong accounts, or perhaps you need to figure out the most beneficial way to start taking social security or it is time to navigate Medicare options. Should you do a Roth conversion this year, if so, how much? Should you move your assets to the trust? Have you looked at your healthcare proxy lately? Do you even have one? My job is to answer these and many more questions that my clients face every day.

AS
Contact
Asta Sanders