Eppes Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only investment management and financial planning to individuals and high-net-worth individuals, offering both ongoing and project-based planning alongside portfolio management for traditional securities such as stocks, bonds, mutual funds, ETFs, and municipal securities. It accepts clients without a stated account minimum and provides services on discretionary and non-discretionary bases.
The firm’s investment approach combines Modern Portfolio Theory with fundamental analysis to create asset-allocation driven portfolios that frequently use mutual funds and ETFs to implement passive exposures; account supervision is guided by client objectives, risk tolerance, and tax considerations. It generally exercises limited discretionary trading authority, conducts quarterly account reviews, relies on an independent institutional custodian for trade execution and reporting, and does not provide separate in-house performance reports beyond custodian statements.
Operating as a recently established, very small independent adviser—managing roughly $1.7 million across nine clients—the firm is owner-operated and may deliver owner-led, personalized service but with fewer institutional resources than larger peers. Distinctive features include a formal policy against block (aggregate) trading, a recent simplification and reduction of advisory and planning fees, and a principal who brings a non-traditional professional background while pursuing formal financial planning credentials.
Client services
Expertise
Fee options
Fixed fees range between $1,800 to $10,000 for project-based financial planning.
$0 - $3,000,000: 0.75% blended tier $3,000,001 - $5,000,000: 0.50% blended tier $5,000,001+: 0.25% blended tier
$300 per hour for project-based financial planning.
Ongoing Financial Planning fee for clients with less than $400,000 AUM ranges from $100 to $2,000 per billing period (monthly, quarterly, or semiannually).
Fee-only: Fee-only firm with no commissions or sales-related compensation.
Main office
1110 Highway A1 A, Suite 207
Satellite Beach FL 32937
Advisors at this office
1
Most active in
Florida · South Carolina
Also doing business as
Eppes Wealth Management · Eppes Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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