Epsilon Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“We use several methods: 1) based on an hourly rate of $300, or 2) a fixed price for the entire project, or 3) some combination of the two.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fees for a typical complete financial plan would range from $1,000 to $10,000 depending on the complexity of the work.”

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

How Epsilon Financial Group, Inc. bills

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

• “The fee is negotiable depending on the size of the account.”
• “Any expenses incurred on behalf of the client and with the client's consent, are passed through and billed to the client.”
• “The client may receive a refund based on the fee calculation method being used and the amount of work already completed.”

How Epsilon Financial Group, Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.

About Epsilon Financial Group, Inc.

• Firm size: 8 employees.
• Registered as an adviser: 2003 (23 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

428

Employees

8

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$626,099,465

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111990

Website

linkedin.com/company/epsilon-financial-group (opens in new tab)

Phone

(707) 428-5500

Can advise clients in 8 states: Arizona, California, Florida, Idaho, Nevada, Oregon, Texas, Washington

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• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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