Christian Daniel Fontal
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLCMar 2022 to now
- Charles Schwab & Co., Inc.Nov 2020 to Mar 2022
- UnemployedAug 2018 to Nov 2020
- Indian Peaks Golf CourseMay 2018 to Aug 2018
- Amazon PrimeAug 2017 to May 2018
- Six Flags Hurricane HarborJun 2017 to Aug 2017
- UnemployedAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7314377
- Firm CRD
- 111147