EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
20yrs
Patrick Donovan has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Torrance, California. Patrick has been with EP Wealth Advisors since 2024; before that, Patrick spent three years at Minot Wealth Management and four years at Credit Suisse Securities (usa). EP Wealth Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 69% of advisors at EP Wealth Advisors
Office21535 Hawthorne Blvd Suite 400, Torrance, CA 90503
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm338
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEP Wealth AdvisorsCurrent firm
- 2019 – 2022Minot Wealth Management LLCPreviously
- 2009 – 2013Credit Suisse Securities (usa) LLCPreviously
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Patrick
How do I contact Patrick?
Call EP Wealth Advisors at 310-543-4559 and ask for Patrick Donovan. Patrick works from the Torrance, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. More experience than 69% of advisors at EP Wealth Advisors.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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