Tammera Lynn Prouty, CFP^®

Vice President

EP Wealth Advisors

1111 Cleveland Avenue, Suite 101
Mount Vernon, WA 98273

FINANCIAL ADVISOR'S WEBSITE

http://www.epwealth.com

(360) 336-6527 CONNECT WITH Tammera

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

First $1,000,000 1.00% $1,000,001 - $2,000,000 0.95% $2,000,001 - $4,000,000 0.85% $4,000,001 - $5,000,000 0.75% Above $5,000,000 0.65%

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Tammera Prouty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in Mount Vernon, WA and the surrounding communities.

Financial Advisor Overview

At EP Wealth Advisors each member of our team is here to assist clients in making sound financial decisions that are in harmony with their goals, values, and dreams. Tammy and the EP team have developed a comprehensive, holistic wealth management process that offers you peace of mind in achieving your financial goals and dreams. EP Wealth Advisors is a fee-only financial planning firm, which means our sole compensation is from you, the client. We receive no commissions of any kind. Our clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events. Our process is based on five distinct stages that focus on Financial Life Planning. It will ensure that you clarify your true values, priorities, financial goals, and aspirations that will guide you in defining and designing your unique version of your ideal life.

Financial Advisor Experience

Tammera “Tammy” Prouty is Vice President and partner at EP Wealth Advisors, a fee-only financial advisory firm in the Greater Seattle area. Tammy merged her firm Sound Financial Planning that was co-owned with Bill Morrissey with EP Wealth Advisors in Novermber 2021. Tammy has worked in financial planning for more than 21 years. Tammy is a member and past President of the Northwest Washington Estate Planning Council and collaborates with other professionals such as estate planning attorneys and CPAs. Tammy's financial expertise has been featured in the Seattle Times.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Long-term Care, Medical & Health Issues, Sudden Wealth, Women's Finances