G. Owen is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in San Diego, CA, with 19 years of industry experience. G. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 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
3655 Nobel Drive, Suite 200, San Diego, CA, 92122
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
Donnelly Wealth Advisors, INC.
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
Brad Owen, CFP®, RLP®, RMA®, is a Senior Vice President and Partner at EP Wealth Advisors. He specializes in retirement planning and working with clients who have complex financial planning needs. Brad attended the University of Notre Dame and began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. He moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017. Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.”
More Advisors
- Lucas Karasch, CFPEp Wealth Advisors
- Ashley Oliveira, CFPEp Wealth Advisors
- Sean Cartin, CFPEp Wealth Advisors
- Sheila Hoopes, CFPEp Wealth Advisors
- Phuong Quach, CFPEp Wealth Advisors
- Adam Werner, CFPEp Wealth Advisors