Epiphany Health & Wealth fees and pricing
Financial planner in Green Bay, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 27, 2026, Epiphany Health & Wealth charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Epiphany Health & Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of EHW's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of EHW’s fees, within five business days of signing the Financial Planning Agreement.”
How Epiphany Health & Wealth’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Wisconsin median of $3,000. 49% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
About Epiphany Health & Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341524
- Phone
- (920) 621-4096
Other planners in Green Bay that publish fees
- Macco Financial Group, Inc.Green Bay$150-$450/qtr
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
Is something on this page wrong or out of date?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.