Epiphany Capital fees and pricing
Financial planner in Vernon Hills, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2025, Epiphany Capital charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2025. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“Epiphany Capital fees start at $10,000 per year for financial advisement which includes a detailed financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Epiphany Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance of the fee is due and owing upon completion of the financial plan.”
- “Epiphany Capital will promptly refund all unearned or unapplied fees to the client.”
- “Fees are billed quarterly, in advance, at one-fourth of the annual rate.”
How Epiphany Capital’s fees compare
- Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
About Epiphany Capital
“Epiphany Capital provides financial planning, investment management, and other advisory services. At Epiphany Capital, we provide financial planning, coaching and consulting services that are principally advisory in nature and designed to help you make the most of your financial resources.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136557
- Phone
- (847) 247-0850
Other planners in Vernon Hills that publish fees
- Bcu Wealth Advisors, LLCVernon Hills$1,000-$10,000
- JK Financial Planning,inc.Vernon Hills$175-$350/hr, $2,700-$2,850
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
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.