# Andrew Tisler

> Andrew Tisler is a fee-only financial advisor at Epic Financial in Hudson, Ohio, who holds the CFP credential. Andrew charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $0 a year and one-time plans from $0) and focuses on retirement planning, pension planning and small business owners.

Page: https://find.wellspent.co/advisors/andrew-tisler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Epic Financial
- **Based in:** Hudson, Ohio
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $0 a year; one-time plans from $0; 1.1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.8M across 59 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Pension planning, Small business owners, Equity compensation, Tax planning, Estate & legacy planning
- **Works with:** Founders, Retirees, Pre-retirees
- **CRD:** 6054015 (https://adviserinfo.sec.gov/individual/summary/6054015)
- **SEC registration:** Investment adviser representative in OH, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.epic-financial.com

## Frequently asked questions

### Is Andrew Tisler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Epic Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Andrew charge?

According to Epic Financial's website, checked October 30, 2026: ongoing planning from $0 a year; one-time plans from $0; 1.1% a year on the first tier of assets managed; no asset minimum.

### Does Andrew work with clients virtually?

Yes. Epic Financial says on its website that it works with clients remotely.

### Where is Andrew Tisler based?

Andrew Tisler is based in Hudson, Ohio.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, pension planning, small business owners, equity compensation, tax planning and estate & legacy planning. Andrew works with founders, retirees and pre-retirees.

### What credentials does Andrew Tisler hold?

Andrew Tisler holds the CFP credential.

### Is Andrew Tisler registered with the SEC?

Yes. Andrew Tisler is registered as an investment adviser representative in OH and TX (CRD 6054015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Epic Financial manage?

Epic Financial reports $43.8M across 59 accounts in assets under management.

### How do I contact Andrew Tisler?

Through Andrew's website, www.epic-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6054015): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://epic-financial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.