Aaron Epstein
Cedar Point Capital Partners · Cedar Rapids, Iowa
Aaron Epstein is a fee-only financial advisor at Cedar Point Capital Partners in Cedar Rapids, Iowa. Cedar Point Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cedar Point Capital Partners |
|---|---|
| Based in | Cedar Rapids, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $248.1M across 969 accounts |
| SEC registration | Investment adviser representative in IA · CRD 6743958 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cedarpointcap.com |
How Aaron's firm compares
- Cedar Point Capital Partners's average account is about $256,000, from its Form ADV (assets managed divided by 969 accounts).
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Questions about Aaron
Is Aaron Epstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Cedar Point Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Cedar Point Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Epstein based?
Aaron Epstein is based in Cedar Rapids, Iowa.
Is Aaron Epstein registered with the SEC?
Yes. Aaron Epstein is registered as an investment adviser representative in IA (CRD 6743958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cedar Point Capital Partners manage?
Cedar Point Capital Partners reports $248.1M across 969 accounts in assets under management.
How do I contact Aaron Epstein?
Through Aaron's website, www.cedarpointcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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