Robert Jeppson
Jeppson Wealth Management · Manhattan Beach, California
Robert 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.
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Facts
| Firm | Jeppson Wealth Management |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $763.2M across 994 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5020524 |
| Exams passed | Series 65 (2020) · Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.jeppson-wealth.com |
How Robert's firm compares
- Jeppson Wealth Management's average account is about $768,000, from its Form ADV (assets managed divided by 994 accounts).
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Questions about Robert
Is Robert Jeppson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Jeppson Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Jeppson based?
Robert Jeppson is based in Manhattan Beach, California.
Is Robert Jeppson registered with the SEC?
Yes. Robert Jeppson is registered as an investment adviser representative in CA (CRD 5020524), 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 Robert Jeppson?
Through Robert's website, www.jeppson-wealth.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
- 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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