Gregory Wells is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 4 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.
Contact
Gregory Wells
Location
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ep Wealth Advisors
State Registrations9 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.
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Additional Information
Greg Wells, CFP®, AWMA is a Vice President at EP Wealth Advisors. Greg grew up in Glendora, California. He attended University of California, Santa Barbara where he majored in Law and Social Sciences. Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and then played 3 years of professional golf on the Canadian Tour and throughout North America. After working for 2 years at Paychex in San Francisco with small businesses on employee benefits, Greg started at EP Wealth Advisors in 2010. Greg specializes in working with athletes, business owners, and high net worth individuals. Greg lives in Hermosa Beach with his wife and daughter and enjoys spending time at the beach and golfing.