Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Plan Fee:$500 - $100,000
Hourly Rate:$65 - $500/hr

Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

3801 PGA Blvd Suite 1000, Palm Beach Gardens, FL, 33410

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1989
Final Disposition
Other Business Activities

Bradford is a board member for Place Of Hope Planned Giving Council, advising on fundraising activities since 2018. Bradford also owns Sunset Point Rental Property since July 2023.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
UBS Financial Services Incorporated of Puerto RicoBroker
April 2021 - August 2021 · 4 mos
UBS Financial Services INC.
February 2009 - July 2024 · 15 yrs 5 mos
UBS Financial Services INC. Broker
February 2009 - July 2024 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1998 - January 2009 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 1993 - January 2009 · 15 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.