Patrick Colm O'hara

CFP

Ep Wealth Advisors

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingTax Planning

Ep Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

287 advisors

Number of Clients

14,834 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$35.6B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.95%
$2.0M - $4.0M	0.85%
$4.0M - $5.0M	0.75%
$5.0M - $10.0M	0.65%
$10M+	0.55%

Fees are negotiable based on relationship size, services offered, and complexity.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Contact

Patrick Colm O'hara

Location

21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ep Wealth Advisors

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Wacker Wealth Partners, LLC

January 2008 - April 2024 · 16 yrs 3 mos

Rew INC.

November 2006 - February 2008 · 1 yr 3 mos

Uvest Financial Services Group, INC.

November 2004 - September 2006 · 1 yr 10 mos

Wells Fargo Investments, LLC

March 2003 - November 2004 · 1 yr 8 mos

Merrill Lynch Pierce Fenner & Smith INC.

July 1997 - March 2003 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.

Additional Information

Patrick has over thirty years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor. He joined EP in 2024 after his previous firm Wacker Wealth Advisors was acquired by EP. Prior to joining EP, Patrick served as a Wealth Advisor and shareholder of Wacker Wealth Partners for seventeen years.