Brian Parker is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 5 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
21515 Hawthorne Nlvd., Suite 1050, Torrance, CA, 90503
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Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Brian is on the finance committee for Beach Cities Health District, a non-profit organization, dedicating minimal time. He also serves as a board member for the Hermosa Beach Education Foundation, spending a few hours per week attending board meetings.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Premier Financial Management, LLC
State Registrations2 states
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
Brian E. Parker, CFP® is a Managing Director and Co-founder of EP Wealth Advisors. He received a Bachelor of Arts degree in Business Economics from the University of California, Santa Barbara (UCSB) in 1995. He also received his Certified Financial Planner certification in 2002. Brian has been a highly successful wealth manager for 18 years, specializing in comprehensive investment, tax, estate and retirement strategies for his clients. In addition, Brian has been a featured speaker at universities, corporations, and to affluent individuals throughout Southern California. He is respected by his peers and is currently serving as a member of advisory boards for TD Ameritrade and Charles Schwab. Brian also gives back to his community and is active with several charities including the Beach Cities Health District’s Finance Committee. Brian has resided in Hermosa Beach for 16 years with his wife and 4 children.