DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Brighton, MI 48116
810-229-6446Plan for What's Important
About EP Wealth Advisors
Helping you achieve your financial goals is our priority. As an independent financial advisor, we bring an in-depth, planning-based approach to address your unique financial goals and needs.
As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.
See Disclosures
General Information
Firm Start Year
1985
No. of Employees
500-999
CRD#
5795799
Firm CRD#
111147
Name of Custodial Firm
Charles Schwab & Fidelity
Years of Experience in Financial Services
20
Number of Years with Current Firm
7
Work Experience
Started in the financial services industry in 2005. Todd has extensive experience in wealth management as well as tax planning and preparation.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management
Services
Investment Types
Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Alternative Investments
Can meet clients in the following ways
Your Home, Phone, Email, Your Office, Our Office, Video Conference, Our Offices
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, RMA, CIMA®, CPWA®
Non-Financial Organization Memberships
Rotary- Brighton, MI
Firm Information
Assets Managed by Firm
$31B
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1 to 1.25%
Minimum Fee Charged for Managed Accounts
$5,000
Education
BSBA, Supply Chain and General Management -
Central Michigan University
1999 -2003
CFP Certification Professional Education Program -
College for Financial Planning
2005 -2007
Certified Investment Management Analyst -
Investments and Wealth Institute
2009 -2009
Certified Private Wealth Advisor -
Investments and Wealth Institute
2018 -2018
Retirement Management Advisor -
Investments and Wealth Institute
2022 -2022
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1886895/financialadvisor-EP-Wealth-Advisors-detailed-disclosure.html