G. Owen is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in San Diego, CA, with 19 years of industry experience. G. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, 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
3655 Nobel Drive, Suite 200, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ep Wealth Advisors
Previous Registrations
Donnelly Wealth Advisors, INC.
State Registrations2 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
Brad Owen, CFP®, RLP®, RMA®, is a Senior Vice President and Partner at EP Wealth Advisors. He specializes in retirement planning and working with clients who have complex financial planning needs. Brad attended the University of Notre Dame and began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. He moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017. Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.”