Kathleen Connors Dowdy
EP Wealth Advisors · Los Angeles, California
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Executives
- Divorced individuals
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 | $45.15B across 20,738 accounts |
| Credentials | CFP · EA · CLU · MS · MBA · AIF · MA · ChFC |
| Firm size | 618 employees |
| Website | epwealth.com |
| Profile |
How Kathleen's firm compares
- EP Wealth Advisors's average account is about $2.2 million, from its Form ADV (assets managed divided by 20,738 accounts).
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Questions about Kathleen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- EP Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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