Sara Gardner is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Littleton, CO, with 21 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
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
8081 Shaffer Parkway, Suite 4, Littleton, CO, 80127
Get directionsHistory
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
Elevated Planning
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Columbia Management Advisors, INC.
State Registrations4 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
Sara has been in the finance industry since 1998, working at a Fortune 100 company, she developed thousands of financial plans for high net worth clients and coached the company’s in-house financial advisors. Later she launched her own company working with select financial planning firms as an outsourced financial planner building financial plans to present to high net worth clients. From her family roots and as a graduate of Regis University she continues to help her community through service. As the Pro Bono Director with the Colorado Chapter of the Financial Planning Association (FPA) she organized the annual Financial Planning Days for several years, supporting the underserved in the community through financial education and now continues as a committee member. She also volunteers financial counseling and planning to members of our military community. Raised in Colorado, Sara enjoys the mountains year round outdoor activities with her husband, 2 college age daughters, family and friends.