Wells Fargo Advisors
47yrs
Top advisor by experience in Delray Beach
2yrs
Eric Wertheim
Financial advisor at Empower Advisory Group
Based in Delray Beach, Florida, Eric Wertheim is a fiduciary financial advisor with 2 years of industry experience. Eric has been with Empower Advisory Group since 2025. Empower Advisory Group offers financial planning, investment management, and educational workshops and is paid through a percentage of assets and flat fees.
One of 216 advisors with offices in Delray Beach, and one of 187 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeDelray Beach, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowEmpower Advisory Group, LLCCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Empower Advisory Group at 866-575-4977 and ask for Eric Wertheim. Eric works from the Delray Beach, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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