Advisor at Epona Financial Solutions
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Firm
Epona Financial Solutions
Location
Millington, NJ
Credentials
CFP®, Series 63
Industry experience
13 years
Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.
Based on Epona Financial Solutions
Financial planning flat fees range from $2,000 to $3,000
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.50% $3,000,001 - $4,000,000: 0.20% $4,000,001+: 0.10%
$325/hour for financial planning and divorce settlement analysis; $65/hour travel time for divorce analysis
Minimum fee: $500 quarterly minimum fee ($2,000 annually) Fee-only: Financial planning and divorce settlement analysis charged hourly at $325/hour or flat fee range $2,000-$3,000; divorce settlement analysis retainer $3,000-$4,000
Millington, NJ
New Jersey
Epona Financial Solutions
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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