Firm
Epoch Wealth Management
Chagrin Falls, Ohio
Fee-only
Epoch Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 74 individual clients, 54 of them high net worth.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Chagrin Falls, Ohio |
|---|---|
| Website | epochwm.com |
| Phone | (216) 513-0087 |
Epoch Wealth Management fees
Epoch Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 20 |
| High-net-worth clients | 54 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 283359 |