In the news: How to Read a Form ADV


Author: Mario Chilin

Regardless of prospective clients or current clients, they often have questions about EP Wealth Advisors that can be answered in the Form ADV. It is a Securities Exchange Commission (SEC) mandated document, so people often pass over it or don’t know where to search for their information.

For this reason, John Divine of US News and World Report asked me a few questions about how to help find the pertinent information in the Form ADV, and quoted me in his article “Financial Advisor Disclosures to Know.” I recommend reading it!

If you have more questions about advisor disclosures, you can find them on our website, or you can contact us and we’ll be happy to help.

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