Fee-only adviser · Manhattan Beach, CA
Jeppson Wealth Management, LLC
Jeppson Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Manhattan Beach, California. On its latest Form ADV, filed August 27, 2026, it reports $763M in regulatory assets under management, 975 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 305552 · SEC file 801-117384 |
| Office | 1230 Rosecrans Avenue Suite 300 Manhattan Beach, CA 90266 |
| Phone | (424) 456-3111 |
| Website | www.jeppson-wealth.com |
| Regulatory assets under management | $763M |
| Individual clients | 427 non-high-net-worth, 548 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Manhattan Beach
- Wallender, Timothy Joseph $137M
- Monograph Wealth Advisors, LLC $3.2B
- Womack Wealth Management, Inc. $407M
- Second 50 Financial $342M
- Family Financial $280M
- Excelsus Capital Management $52M
See all 16 fee-only advisers in Manhattan Beach →
Nearby
- El Segundo 18 firms
- Hermosa Beach 6 firms
- Redondo Beach 4 firms
- Torrance 15 firms
- Marina Del Rey 6 firms
- Culver City 1 firm
- Palos Verdes Estates 2 firms
- Rolling Hills 1 firm
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