James Eppes
Eppes Wealth Management · Satellite Beach, Florida
James Eppes is a fee-only financial advisor at Eppes Wealth Management in Satellite Beach, Florida, who holds the CFP credential. James charges a one-time planning fee and a flat fee or retainer (no asset minimum) and focuses on retirement planning.
Request an introduction to James →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Early-career professionals
Facts
| Firm | Eppes Wealth Management |
|---|---|
| Based in | Satellite Beach, Florida |
| Fee model | One-time planning fee · Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.7M across 22 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, SC · CRD 7967347 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.eppeswealthmanagement.com |
| Profile |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Eppes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Eppes Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a one-time planning fee and a flat fee or retainer.
How much does James charge?
According to Eppes Wealth Management's website, checked October 30, 2026: no asset minimum.
Does James work with clients virtually?
Yes. Eppes Wealth Management says on its website that it works with clients remotely.
Where is James Eppes based?
James Eppes is based in Satellite Beach, Florida.
What does James specialize in?
James's specialties include retirement planning. James works with retirees, pre-retirees, executives and early-career professionals.
What credentials does James Eppes hold?
James Eppes holds the CFP credential.
Is James Eppes registered with the SEC?
Yes. James Eppes is registered as an investment adviser representative in FL and SC (CRD 7967347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eppes Wealth Management manage?
Eppes Wealth Management reports $1.7M across 22 accounts in assets under management.
How do I contact James Eppes?
Through James's website, www.eppeswealthmanagement.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
- Eppes 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.
See something wrong? Request a correction. Read our methodology.