David Epps
Integral Wealth Management · Modesto, California
David Epps is a fee-only financial advisor at Integral Wealth Management in Modesto, California, who holds the CFP credential. David focuses on retirement planning and estate & legacy planning. Integral Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Integral Wealth Management |
|---|---|
| Based in | Modesto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $673.9M across 1,101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2366540 |
| Exams passed | Series 63 (1999) · Series 66 (2003) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.2iadvisors.com |
| Profile |
How David's firm compares
- Integral Wealth Management's average account is about $612,000, from its Form ADV (assets managed divided by 1,101 accounts).
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Questions about David
Is David Epps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Integral Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Integral Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Epps based?
David Epps is based in Modesto, California.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
What credentials does David Epps hold?
David Epps holds the CFP credential.
Is David Epps registered with the SEC?
Yes. David Epps is registered as an investment adviser representative in CA (CRD 2366540), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integral Wealth Management manage?
Integral Wealth Management reports $673.9M across 1,101 accounts in assets under management.
How do I contact David Epps?
Through David's website, www.2iadvisors.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
- Integral Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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