Thomas Dwyer is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Newburyport, MA, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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.
Location
102 State Street, Suite E, Newburyport, MA, 01950
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
Resolute Financial, LLC
State Registrations3 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
Our investment philosophy states that we believe markets are efficient.So we primarily use passive low cost institutional funds spread across the range of investible asset classes, to achieve long term market returns.
More Advisors
- Matthew Heath, CFPEp Wealth Advisors
- Charles Johnson, CFPEp Wealth Advisors
- Paul Games, CFP, ChFCOsaic Wealth, INC.
- Patricia Rosen, CFPAccess Financial Planning, LLC
- Brian Rybicki, CFPLPL Financial LLC
- Alan Silverman, CFP, ChFCMML Investors Services, LLC