Jonathon Matson is a registered investment advisor at Ep Wealth Advisors, based in Phoenix, AZ, with 19 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. 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
3131 E Camelback Road, Suite 135, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Redw Wealth LLC
CUNA Brokerage Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Adp Broker-Dealer, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Life Distributors, LLCBroker
Ing Funds Distributor, LLCBroker
State Registrations1 state
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.