Advisor at Epoch Wealth Management
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
Epoch Wealth Management
Location
Chagrin Falls, OH
Credentials
CFP®, PFS™
Industry experience
9 years
Sandra Gontero is a CFP® and PFS™ with nine years of experience in financial planning. She has been the sole advisor at Epoch Wealth Management since 2016, operating from Chagrin Falls, OH. Epoch Wealth Management serves individual clients and U.S.-based businesses, offering comprehensive and modular financial planning services along with advisory guidance on various topics including cash flow, tax planning, and estate planning. The firm does not directly manage client portfolios but recommends pre-screened third-party investment managers and utilizes electronic tools and modeling techniques for financial planning engagements.
Based on Epoch Wealth Management
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$450 per hour for special projects; $100 or less per hour for professional support staff
LIFETIME Financial Planning Service fees range from $2,000 to $5,000 per quarter
Minimum fee: SELECT Financial Planning Service minimum fee of $2,500 Fee-only: Financial Planning Services fees range from $2,000 to $20,000 depending on service level; hourly fee $450/hour for special projects; support staff hourly rate $100 or less
Chagrin Falls, OH
Ohio
Epoch Wealth Management, L.L.C.
2016 - Present (10 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63, Series 65
Solon, OH
WRK Investments, LLC
Series 65
Cleveland, OH
Volition Financial Network, LLC
Series 63, Series 65
Brecksville, OH
Jaras Financial Services, Inc.
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
Series 66
South Euclid, OH
Strait Direction Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")