Andrew Tisler is a CFP-designated registered investment advisor at Epic Financial, LLC, based in Hudson, OH, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 7 more. Their firm serves 59 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fees are negotiable in certain cases and are generally pro-rated and paid in advance on a monthly or quarterly basis.
Fee Estimator
Contact
Andrew Tisler
Location
1790 Stoney Hill Dr., Suite A, Hudson, OH, 44236
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
Epic Financial, LLC
Previous Registrations
Jentner Wealth Management
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
I’m not your typical suit-and-tie guy. I’m an outdoorsman at heart with serious hillbilly tendencies. If it’s the weekend, you’ll find me outside. I like to hunt and fly fish. I’m not particularly good at either, but I’ve had some epic trips doing both. In the spring I enjoy helping my friend Dan with the maple syrup operation atReeves Farm. I’m building my old man library of stories that will last a lifetime.
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