Peter
Fry
Ep Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Peter Fry is a certified financial planner working out of Torrance, California. Fry is on the advisory team at Ep Wealth Advisors. Over the course of their career, Fry has held roles at Kimsa Asset Management LLC, Kimsa Asset Management, Start LLC and Ep Wealth Advisors, LLC. Fry is able to work in California, Oregon and Washington. Ep Wealth Advisors is a financial advisory business operating out of Torrance, CA. The company has offices in 33 locations and a total of 375 advisors. It manages $17 billion in total assets across its 32,050 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 116 charities and foundations. Of its 32,050 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Ep Wealth Advisors likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Peter Fry Work History
Peter has been registered as a financial advisor for 0 years.*
Ep Wealth Advisors, LLC
Kimsa Asset Management
Kimsa Asset Management LLC
Start LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Fry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Salt Lake City, UT
Phoenix, AZ
Torrance, CA
Seattle, WA
Torrance, CA
Torrance, CA
Torrance, CA
Torrance, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
