Eps Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon completion of the financial planning deliverables, the Client may engage the Advisor for ad-hoc financial planning services on an hourly basis at a rate of $250 per hour.”

Flat or project fee

$950⁠-⁠$5,000

“For Clients who have engaged the Advisor for stand-alone financial planning services, a fixed fee will be charged ranging from $950 to $5,000.”

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

How Eps Wealth Management bills

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

• “The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The Advisor will require an upfront fee due upon execution of the wealth management agreement, where fees for ongoing services will be payable at the end of each month thereafter.”

How Eps Wealth Management’s fees compare

• Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Glendale that publish an hourly rate charge less.
• Its flat or project fee of $950-$5,000 spans the Arizona median of $3,100. 45% of the 164 other Arizona planners that publish a flat or project fee charge less.
• None of the 2 other planners in Glendale that publish a flat or project fee charge less.

About Eps Wealth Management

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

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

Clients

304

Employees

8

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

$37,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158468

Website

epswealthmanagement.com (opens in new tab)

Phone

(623) 537-3657

Other planners in Glendale that publish fees

• Crafted Financial PlanningGlendale$2,500⁠-⁠$5,000, $50/mo
• Dynamic Financial Solutions, LLCGlendale$100⁠-⁠$250/hr
• Mcbee Advisors, Inc.Glendale$200⁠-⁠$400/hr
• Sage Saguaro Financial PlanningGlendale$500/hr, $3,500⁠-⁠$10,000

Compare all 7 planners in Glendale