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CP
CFP · ChFC
CP
CFP · ChFC

Chad Parker

Ep Wealth Advisors
26 Years of Experience
St. George, UT
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Chad Parker is a CFP, ChFC-designated registered investment advisor at Ep Wealth Advisors, based in St. George, UT, with 26 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20,738 clients with $45B in assets under management.

Ep Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
339 advisors
Number of Clients
20,738 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$45.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

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.
View Full SEC Brochure

Location

50 E 100 S Suite 101, St. George, UT, 84770

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History

Regulatory History (1)
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Customer Dispute
August 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is an agent for several insurance companies selling life, disability, health, and long-term care insurance since 1995. He is also the President of Parker Advisory Group, LLC, and a managing member of Candy Apple Red, LLC and Flint Creek, LLC, both real estate investing companies, dedicating full-time hours to Parker Advisory Group and minimal time to the real estate ventures.

Employment History
Current Registrations
Ep Wealth Advisors
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Parker Advisory Group, LLC
September 2009 - March 2024 · 14 yrs 6 mos
Periope, Lc
August 2007 - October 2009 · 2 yrs 2 mos
Allegis Advisors, INC.
February 2005 - August 2007 · 2 yrs 6 mos
Esi Financial Advisors
March 2000 - January 2005 · 4 yrs 10 mos
State Registrations6 states
AZCALANVTXUT
Advisor

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
No exam information available for this advisor.
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