# Kathleen Connors Dowdy

> Kathleen Connors Dowdy is a fee-only financial advisor at EP Wealth Advisors in Los Angeles, California, who holds the CFP, EA and CLU credentials. Kathleen focuses on estate & legacy planning, tax planning and retirement planning. EP Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathleen-connors-dowdy/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** EP Wealth Advisors
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $10,000,000 asset minimum
- **Assets under management (firm):** $45.15B across 20,738 accounts
- **Credentials:** CFP, EA, CLU, MS, MBA, AIF, MA, ChFC
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer, Small business owners, Divorce financial planning
- **Works with:** Ultra high net worth, Multi-generational families, Executives, Divorced individuals
- **Firm size:** 618 employees
- **Website:** https://epwealth.com

## Frequently asked questions

### Is Kathleen Connors Dowdy a fee-only financial advisor?

Yes. Kathleen Connors Dowdy is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Kathleen charge for financial advice?

Kathleen's firm, EP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Kathleen charge?

According to EP Wealth Advisors's website, checked October 28, 2026: a $10,000,000 asset minimum.

### Where is Kathleen Connors Dowdy based?

Kathleen Connors Dowdy is based in Los Angeles, California.

### What does Kathleen specialize in?

Kathleen's specialties include estate & legacy planning, tax planning, retirement planning, family wealth transfer, small business owners and divorce financial planning. Kathleen works with ultra high net worth, multi-generational families, executives and divorced individuals.

### What credentials does Kathleen Connors Dowdy hold?

Kathleen Connors Dowdy holds the CFP, EA, CLU, MS, MBA, AIF, MA and ChFC credentials.

### How much does EP Wealth Advisors manage?

EP Wealth Advisors reports $45.15B across 20,738 accounts in assets under management.

### How do I contact Kathleen Connors Dowdy?

Through Kathleen's website, epwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38320): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.epwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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