Hepner Financial Services, LLC

Overview

Hepner Financial Services, LLC is an independent, owner-operated registered investment adviser focused on individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individual and small-business clients. Fee models include a percentage of assets under management alongside hourly and fixed-fee arrangements, which supports both ongoing portfolio oversight and discrete planning engagements. The firm shows a clear preference for equity exposure as its primary allocation sleeve and does not position itself as an active ESG investor or a multi-state adviser. Hepner Financial Services uses a custodial relationship with Wells Fargo Clearing Services, Llc and appears structured to deliver bespoke advice to a small client base rather than to act as a broad capital allocator or multi-manager platform. An accounting affiliation is noted among its industry connections, which complements a planning-first approach for its clientele.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices