Advisor at EPG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EPG Wealth Management LLC
Location
Atlanta, GA 30305
Credentials
Series 63, Series 65
Industry experience
25 years
Rodolfo Rodriguez is a financial advisor with EPG Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Equity Services Inc. and National Life Group. Outside of his advisory role, he serves as CEO of Kinship Wealth Partners LLC, a financial services practice. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and access to third-party money managers. The firm develops customized investment plans and typically manages accounts on a discretionary basis using a combination of fundamental, technical, and cyclical analysis.
Based on EPG Wealth Management LLC
Based on EPG Wealth Management LLC
Fixed agreed upon rates for financial planning services (varies per client and task)
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.25% annually $2,500,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Brokerage commissions and fees from securities transactions, including potential fees from IPOs and secondary offerings via Arkadios Capital
Financial planning hourly rates from $175 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $10.42 for clients at NFS Fee-only: Financial planning fees charged hourly ranging from $175 to $500 per hour; or fixed agreed upon rate (varies by task)
309 East Paces Ferry Rd Ne, Ste 900
Atlanta, GA 30305
Florida · Georgia
EPG Wealth Management, LLC.
2023 - Present (3 years)
Arkadios Capital LLC
2023 - Present (3 years)
Equity Services Inc.
2015 - 2022 (7 years)
National Life Group
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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