Trace Tisler, CFP® Epic Financial, LLC

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About Trace Tisler, CFP®

Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years.

After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. Upon securing the Certified Financial Planner designation, he was promoted to Director of Wealth Management at the age of 27. As such, he was in charge of leading the firm’s financial planning processes and overseeing the investments of the firm’s multi-million dollar clients.

Trace started Epic Financial because he saw a need: most advisors wouldn’t work with those who didn’t have the existing multi-million dollar portfolio needed to meet the company’s minimum investment levels.

“It was interesting working with wealthy people. I learned a lot about what makes someone successful. I realized that I preferred helping people on the path to becoming successful as opposed to holding the hand of the already-wealthy. I found that the “average Joe” and members of today’s younger generations have so much potential, but when they have questions or need a bit of help, no one is there. Too many are being overlooked and I was compelled to do something about it.”

That’s the heart of Epic Financial. Our ‘no minimums, no sales’ business model is designed to allow you to get the advice you are looking for.

Through our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something.

Using this model we can help those just starting out and trying to balance your new career, college debt, and savings or those starting to think about retirement and wondering if they have enough and what to do with it all.

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Ideal Clients

  • Divorced Women
  • Entrepreneurs
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly: $100+/mo + $1,000 upfront
  • AUM: 1.10%

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