Epic Financial, LLC

Epic Financial, LLC (CRD# 169410) is a financial advisory firm headquartered in Hudson, OH. They manage $1,300,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Epic Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Andrew L. Tisler
CRD#: 6054015
Hudson, OH

Andrew Tisler (CRD# 6054015) is an Investment Advisor Representative working at Epic Financial, LLC in Hudson, OH and has 1 year of experience in the finance industry. Andrew Tisler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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