# Michael Jeppson

> Michael Jeppson is a fee-only financial advisor at Jeppson Wealth Management in Manhattan Beach, California. Jeppson Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-jeppson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jeppson Wealth Management
- **Based in:** Manhattan Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $763.2M across 994 accounts
- **CRD:** 1418378 (https://adviserinfo.sec.gov/individual/summary/1418378)
- **SEC registration:** Investment adviser representative in AL, AZ, CA, FL, NC, NV, OR, PA, TX, VA, WA
- **Exams passed:** Series 63 (1985), Series 65 (1992)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.jeppson-wealth.com

## Frequently asked questions

### Is Michael Jeppson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Jeppson Wealth Management 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, Jeppson Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Jeppson based?

Michael Jeppson is based in Manhattan Beach, California.

### Is Michael Jeppson registered with the SEC?

Yes. Michael Jeppson is registered as an investment adviser representative in AL, AZ, CA, FL, NC, NV, OR, PA, TX, VA and WA (CRD 1418378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Jeppson Wealth Management manage?

Jeppson Wealth Management reports $763.2M across 994 accounts in assets under management.

### How do I contact Michael Jeppson?

Through Michael's website, www.jeppson-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1418378): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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