Epic Financial, LLC fees and pricing
Financial planner in Hudson, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Epic Financial, LLC charges $250 an hour, a flat or project fee of $1,000, and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the case of early termination, work already completed will be billed at an hourly rate of $250 per hour, and any unearned fees will be refunded to the client. 5 Hourly Fee Financial Planning can either be paid based off of an hourly rate of $250.00 per hour, or a retainer fee.”
- Flat or project fee
- $1,000
“Typically, it consists of an initial planning fee ranging from $1,000 ‐ $4,800 and an annual retainer ranging from $1,200 ‐ $15,000 which may be paid quarterly, or monthly.”
- Annual fee
- $1,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Epic Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An account may be terminated with written notice at least 30 business days in advance.”
- “The fee may be negotiable in certain cases.”
- “This refund is calculated based on the number of days remaining in the payment period.”
How Epic Financial, LLC’s fees compare
- Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Hudson that publish an hourly rate charge less.
- Its flat or project fee of $1,000 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.
- None of the 2 other planners in Hudson that publish a flat or project fee charge less.
- Its annual fee of $1,200 is below the Ohio median of $5,000. 11% of the 79 other Ohio planners that publish an annual fee charge less.
- None of the 2 other planners in Hudson that publish an annual fee charge less.
About Epic Financial, LLC
“Cash needs at death, income needs of surviving dependents, estate planning and disability income analysis; • Retirement: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals;”
- Firm size: 2 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.1% a year
- Clients
- 59
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $43,846,638
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169410
- Phone
- (330) 331-0629
Other planners in Hudson that publish fees
- Ellsworth Advisors, LLCHudson$2,500-$150,000/yr
- Mev Value LLCHudson$200-$500/hr
- Nye Wealth Management LLCHudson$75-$250/hr, $2,500-$10,000
- Western Reserve Capital Management, LLCHudson$250/hr, $2,500-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.