Sandra Gontero
Epoch Wealth Management · Chagrin Falls, Ohio
Sandra Gontero is a fee-only financial advisor at Epoch Wealth Management in Chagrin Falls, Ohio, who holds the CFP and PFS credentials. Epoch Wealth Management reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Epoch Wealth Management |
|---|---|
| Based in | Chagrin Falls, Ohio |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in OH · CRD 6630488 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.epochwm.com |
| Profile |
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Questions about Sandra
Is Sandra Gontero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandra holds no broker registration, and Epoch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandra charge for financial advice?
Sandra's firm, Epoch Wealth Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sandra Gontero based?
Sandra Gontero is based in Chagrin Falls, Ohio.
What credentials does Sandra Gontero hold?
Sandra Gontero holds the CFP and PFS credentials.
Is Sandra Gontero registered with the SEC?
Yes. Sandra Gontero is registered as an investment adviser representative in OH (CRD 6630488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Sandra Gontero?
Through Sandra's website, www.epochwm.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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