Epona Financial Solutions

Epona Financial Solutions at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 28 individual clients, 15 of them high net worth.
• Its average account is about $850,000 (assets it manages divided by its 57 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Epona Financial Solutions fees

Epona Financial Solutions 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

Advisors at this firm (1)

• Claudia Mott

  CDFA · CFP

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