Morgan Stanley
45yrs
Top advisor by experience in Modesto
27yrs
Based in Modesto, California, David Epps is a fiduciary financial advisor with 27 years of industry experience. David has been with Integral Wealth Management since 2024; before that, David spent 21 years at Charles Schwab & CO.. David holds the CFP® designation.
One of 200 advisors with offices in Modesto, and one of 169 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office605 Standiford Ave Suite N, Modesto, CA 95350
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.44 million
Advisors at the firm5
States licensed ?1 state
Services through Integral Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowIntegral Wealth ManagementCurrent firm
- 2003 – 2024Charles Schwab & CO., Inc.Previously
Contact David
(209) 633-3101Firm headquarters in Turlock, CA. Ask for David. 605 Standiford Ave Suite NModesto, CA 95350Office · Get directions YouTube channelIntegral Wealth Management
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Integral Wealth Management at (209) 633-3101 and ask for David Epps. David works from the Modesto, CA office.
How long has David been a financial advisor?
David has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Integral Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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