Michael Hepner
Hepner Financial Services · Odenton, Maryland
Michael Hepner is a fee-only financial advisor at Hepner Financial Services in Odenton, Maryland, who holds the CFP credential. Hepner Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hepner Financial Services |
|---|---|
| Based in | Odenton, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $38.7M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2303837 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Michael's firm compares
- Hepner Financial Services's average account is about $226,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Michael
Is Michael Hepner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Hepner Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Hepner Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Hepner based?
Michael Hepner is based in Odenton, Maryland.
What credentials does Michael Hepner hold?
Michael Hepner holds the CFP credential.
Is Michael Hepner registered with the SEC?
Yes. Michael Hepner is registered as an investment adviser representative in MD (CRD 2303837), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hepner Financial Services manage?
Hepner Financial Services reports $38.7M across 171 accounts in assets under management.
How do I contact Michael Hepner?
Contact details aren't on file yet. Search for Hepner Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- 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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