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EP Wealth AdvisorsFinancial advisor in San Luis Obispo, CA

EP Wealth Advisors is a financial advisor at 892 Aerovista Pl Ste 220, San Luis Obispo, CA 93401, ranked #7 of 34 financial advisors in San Luis Obispo and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Luis Obispo, CAUpdated 0 paid placements in any rankingHow we rank

Call (805) 541-1308Website ↗

Key facts

Key facts about EP Wealth Advisors
Address892 Aerovista Pl Ste 220, San Luis Obispo, CA 93401Get directions
Phone(805) 541-1308
Websiteepwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Luis Obispo and 7 towns within 25 miles: Grover Beach, Arroyo Grande, Los Osos, Morro Bay, Nipomo, Atascadero and Santa Maria.

Based in San Luis Obispo, CAView on map

Opening hours

Opening hours for EP Wealth Advisors
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about EP Wealth Advisors

How is EP Wealth Advisors ranked in San Luis Obispo?

EP Wealth Advisors is ranked #7 of 34 financial advisors in San Luis Obispo by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are EP Wealth Advisors’ hours?

EP Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does EP Wealth Advisors serve?

Serves San Luis Obispo and 7 towns within 25 miles: Grover Beach, Arroyo Grande, Los Osos, Morro Bay, Nipomo, Atascadero and Santa Maria. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about EP Wealth Advisors?

EP Wealth Advisors has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact EP Wealth Advisors?

Call EP Wealth Advisors on (805) 541-1308. The business is at 892 Aerovista Pl Ste 220, San Luis Obispo, CA 93401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

EP Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
EP Wealth Advisors (this business)—655.0 (12)NoNo
Mustang Private Wealth#5665.0 (15)NoNo1.7 mi
Foronjy Financial#6665.0 (14)NoNo2.8 mi
Summit Investment Group#8655.0 (12)NoNo3.1 mi

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