Eppes Wealth Management, LLC is an independent, strictly fee-only fiduciary Registered Investment Adviser located on Highway A1A in Satellite Beach, Florida. Founded and led by Certified Financial Planner™ principal James N. Eppes, CFP®, the boutique firm serves retirees, pre-retirees, and self-directed investors across Satellite Beach, Indialantic, Melbourne Beach, and Brevard County with conflict-free private wealth management, project-based retirement planning, and tax-efficient withdrawal strategies.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (James Norris Eppes, CFP®); Eppes Wealth Management Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Independent fee-only fiduciary Registered Investment Adviser (CRD #332781) headquartered in Satellite Beach, FL; verified member of the Fee-Only Network.
Issuer: CFP Board / SEC IAPD
Notes: Founded and led by Managing Member and Chief Compliance Officer James Norris Eppes, CFP® (CRD #7967347), with zero regulatory disclosures.
Factual details and direct answers about Eppes Wealth Management, LLC's services, licensing, and credentials.
Is Eppes Wealth Management in Satellite Beach a strictly fee-only fiduciary firm?
Yes, Eppes Wealth Management, LLC (CRD #332781), founded by James N. Eppes, CFP® (CRD #7967347), is an independent, 100% fee-only Registered Investment Adviser that never accepts commissions or product referral fees.
Does Eppes Wealth Management offer standalone retirement planning for DIY investors?
Yes, in addition to ongoing private wealth and portfolio management, the firm offers flat-fee, project-based financial and retirement planning for Space Coast retirees who prefer to manage their own accounts.
Where is Eppes Wealth Management located in Brevard County?
The firm's office is located on the beachside at 1110 Highway A1A, Suite 207, Satellite Beach, Florida 32937.
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