Ethan Pepper, CFP®, EA Orchard City Wealth Management, LLC
- 987 University Avenue Suite 8, Los Gatos, CA 95032
- (669) 237-3006
- https://orchardcitywm.com/
About Ethan Pepper, CFP®, EA, RLP®
Ethan Pepper is a fee-only, CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and a Registered Life Planner™. He earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University.
Ethan started Orchard City Wealth Management, LLC after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. He grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. The notion that only established wealthy people use financial advisors didn’t sit well with Ethan. He wanted to help mid-career professionals thrive in their financial lives, too.
Ethan services individuals and families who are establishing wealth and want a guide for their financial decisions to help them build and protect their money. He also continues to work with ultra-high-net-worth and high-net-worth clients.
With over a decade of tax preparation experience, he completes his clients’ wealth management with the necessary tax strategy and planning services for real-time savings and future income generation.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Tax Planning
- Technology Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1,750/qtr
- Flat Fee: $7,000/engagement
- Assets Under Management: 0.90%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
