Firm
EP Wealth Advisors
Los Angeles, California
Fee-only
EP Wealth Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 618 employees and 19,618 individual clients, 1,589 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 20,738 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | epwealth.com |
| [email protected] | |
| Phone | (424) 270-8750 |
EP Wealth Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $10,000,000 |
|---|
In the firm's words
"Family Office Services are for individuals with $10+ million in investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $45.1 billion |
| Individual clients | 18,029 |
| High-net-worth clients | 1,589 |
| Accounts managed | 20,738 |
| Employees | 618 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-29358) |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 111147 |