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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-12-2007
- Office Locations
- 1
Office Locations
About Hepner Financial Services, LLC
Hepner Financial Services, LLC is a retail advisory practice in Odenton, MD affiliated with Ameriprise. It provides one-to-one financial planning and portfolio construction, including retirement, estate and tax planning and insurance solutions for retirees, business owners and entrepreneurs. Portfolios skew ETF-centric with a meaningful investment-grade corporate bond sleeve, supported by Ameriprise digital tools and regular review meetings.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 43 clients, or 43 clients per representative. That equates to $899.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hepner Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL PAUL HEPNER
Advisor, Chief Compliance Officer
- CRD
- #2303837
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,657,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,657,012 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Hepner Financial Services, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.