Eppes Wealth Management fees and pricing

Published fees

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

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$100⁠-⁠$10,000

“For clients with less than $400,000 in assets under management with EWM, Ongoing Financial Planning consists of an initial fee (“Initial Fee”) of $100-$10,000 and an ongoing fee (“Ongoing Fee”) that is an annual Ongoing Financial Planning fee paid monthly, quarterly, or semiannually in arrears at a rate of…”

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

How Eppes Wealth Management bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Eppes Wealth Management’s fees compare

• Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Satellite Beach that publish an hourly rate charge less.
• Its flat or project fee of $100-$10,000 spans the Florida median of $4,900. 57% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Satellite Beach that publish a flat or project fee charge less.

About Eppes Wealth Management

• Principal: James Eppes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• 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% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,666,895

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332781

Website

eppeswealthmanagement.com (opens in new tab)

Phone

(321) 209-1391

Can advise clients in 2 states: Florida, South Carolina

Other planners in Satellite Beach that publish fees

• Kaul Financial SolutionsSatellite Beach$250/hr
• Krehbiel Financial LLCSatellite Beach$300
• Laughna Financial Planning LLCSatellite Beach$350/hr, $2,500
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 4 planners in Satellite Beach