Patrick O'hara is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in San Luis Obispo, CA, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 20,738 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors charges an annual fee based on a percentage of the total value of your investment portfolio. The fee schedule varies depending on your specific arrangement, and rates are typically negotiable based on relationship size and complexity. Fees are usually billed either quarterly in advance or quarterly in arrears.
- Standard portfolio management fees are based on a percentage of assets under management.
- Non-discretionary accounts may be subject to higher fees than discretionary accounts.
- Some clients who joined through firm acquisitions may retain legacy fee schedules negotiated with their original advisors.
Contact
Patrick O'hara
Location
892 Aerovista Pl Suite 220, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Wacker Wealth Partners, LLC
Rew INC.
Uvest Financial Services Group, INC.
Wells Fargo Investments, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Patrick has over thirty years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor. He joined EP in 2024 after his previous firm Wacker Wealth Advisors was acquired by EP. Prior to joining EP, Patrick served as a Wealth Advisor and shareholder of Wacker Wealth Partners for seventeen years.
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