PlannerFees

Epoch Wealth Management fees and pricing

Financial planner in Chagrin Falls, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Epoch Wealth Management charges $100⁠-⁠$450 an hour, a flat or project fee of $20⁠-⁠$5,000, and a quarterly fee of $2,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$450/hr
“We will assess a $450 per hour fee when an investment advisor representative is engaged for a special project, which will be billed in 10-minute increments If professional support staff are used in support of your engagement, the hourly rate of $100 or less will be institute ed.”
Flat or project fee
$20⁠-⁠$5,000
“The fee for our EPOCH Financial Planning Services engagements are $5,000 to $20.000.”
Quarterly fee
$2,000⁠-⁠$5,000/qtr
“LIFETIME Financial Planning Service LIFETIME Financial Planning Services fees range from $2,000 to $5,000 per quarter, which will depend on the complexity of the engagement, time involved, etc.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Epoch Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Published fees may be discounted at the discretion of our firm but they are not negotiable.”
  • “Our fee may be paid by check or draft from US-based financial institutions.”
  • “We do not require a deposit to initiate the engagement; the fee is due in full upon delivery of our invoice which coincides with the presentation of your plan/advice.”

How Epoch Wealth Management’s fees compare

  • Its hourly rate of $100-$450 spans the Ohio median of $250. 59% of the 219 other Ohio planners that publish an hourly rate charge less.
  • None of the 2 other planners in Chagrin Falls that publish an hourly rate charge less.
  • Its flat or project fee of $20-$5,000 spans the Ohio median of $3,250. 37% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Epoch Wealth Management

“Offered Epoch Wealth Management provides a range of financial advisory solutions to its clients. We provide advice on topics such cash flow and debt management, risk management, retirement planning, funding an education, tax planning, estate planning, among others, as well as periodic investment advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College 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
1.5% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
74
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
283359
Website
epochwm.com (opens in new tab)
Phone
(216) 513-0087

Other planners in Chagrin Falls that publish fees

Compare all 4 planners in Chagrin Falls

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.