Firm
Eppes Wealth Management
Satellite Beach, Florida
Fee-only
Facts
| Based in | Satellite Beach, Florida |
|---|---|
| Website | eppeswealthmanagement.com |
| Phone | (321) 209-1391 |
Eppes Wealth Management 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.
| Account minimum | None |
|---|---|
| How it charges | One-time plans or projects · Flat fee |
In the firm's words
"we do not have a minimum account size requirement to open or maintain an account" source
"Private Wealth Management is best suited for households with over $400,000 in investable assets." source
"We offer one-off, project-based financial planning." source
"ongoing wealth management is available through a flat fee." 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 | $2 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 332781 |