Firm
Epic Financial
Hudson, Ohio
Fee-only
Facts
| Based in | Hudson, Ohio |
|---|---|
| Website | epic-financial.com |
| Phone | (330) 331-0629 |
Epic Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $0 a year |
|---|---|
| One-time plan | From $0 |
| Asset-based fee | 1.1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Initial Planning fee is $0 – $2,400 and then an ongoing monthly fee of $0 – $500" source
"Initial Planning fee is $0 – $2,400 and then an ongoing monthly fee of $0 – $500" source
"Starting at 0.275% per quarter for the first $500,000 with breakpoints thereafter." source
"Epic provides fee only financial planning without minimum investment account sizes" 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 | $44 million |
| Individual clients | 44 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 169410 |