Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$626,099,465
Total clients
428
38% high-net worth
Total advisors
5
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
86
Average account size
$1,462,849
Epsilon Financial Group provides investment advisory and consulting services to individuals (including high-net-worth clients), corporations, and other business entities. The firm offers discretionary portfolio management, comprehensive written financial planning and project-based analyses, and does not maintain custody of client assets.
EFG’s investment approach is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, using asset-allocation models and client-specific investment policy statements to shape diversified portfolios. The firm generally recommends mutual funds and ETFs but will work with individual equities, municipal and corporate bonds, and other fixed-income products at a client’s request, and implements agreed-upon rebalancing and trading under limited trading authority.
Noteworthy aspects disclosed in the brochure include a formal subscription to the Institute for the Fiduciary Standard’s Best Practices and reliance on an institutional custodial relationship with Charles Schwab that provides services to the firm as well as clients; EFG discloses the resulting potential conflicts and explains its procedures for addressing them. The firm also documents business continuity procedures, uses solicitor/promoter referral agreements, does not vote client proxies, and manages over $600 million in client assets with a small multi-advisor team.
Fixed project fees possible as alternative to hourly, depending on complexity.
$300 per hour
Account minimum: $250,000 Fee-only: Financial planning fees range from $1,000 to $10,000 depending on complexity, billed half at engagement and half upon delivery.
Epsilon Financial Group, Inc.
2801 Waterman Blvd., Suite 250
Fairfield CA 94534, United States
Number of offices
3
Arizona · California · Florida · Idaho · Nevada · Oregon · Texas · Washington
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 63, Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
CFP®, Series 63
Fairfield, CA
Epsilon Financial Group, Inc.
CFP®
Fairfield, CA
Epsilon Financial Group, Inc.
Series 63
Naples, FL
Epsilon Financial Group, Inc.
Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
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