Thomas Dwyer is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Newburyport, MA, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
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Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
102 State Street, Suite E, Newburyport, MA, 01950
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Regulatory History
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.
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Current Registrations
Ep Wealth Advisors
Previous Registrations
Resolute Financial, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our investment philosophy states that we believe markets are efficient.So we primarily use passive low cost institutional funds spread across the range of investible asset classes, to achieve long term market returns.