Advisor at Integral Wealth Management
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Firm
Integral Wealth Management
Location
Turlock, CA 95380
Credentials
CFP®, Series 63, Series 66
Industry experience
28 years
David Epps is a CFP® with 28 years of industry experience. He currently works at Integral Wealth Management and previously spent over two decades at Charles Schwab and Charles Schwab Bank. Integral Wealth Management offers discretionary investment management, financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm employs an asset-allocation-based approach with a tactical sector tilt and utilizes a variety of investment instruments, including options and digital-asset strategies, while providing regular account reviews and client meetings.
Based on Integral Wealth Management
Flat fees range from $1,500 to $10,000 for Financial Planning services.
up to 1.50% annually
Fee-only: Flat fees range from $1,500 to $10,000 for Financial Planning services.
605 E Main Street
Turlock, CA 95380
California
Integral Wealth Management
2024 - Present (2 years)
Charles Schwab Bank
2005 - 2024 (19 years)
Charles Schwab
1999 - 2024 (25 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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