Trace Tisler

Trace Tisler

CFP®

Trace is a Financial Advisor who helps clients build, manage, and preserve wealth.

  • About Trace
  • Questions & Answers

Advisor Details

Contact Advisor
Company
President at Epic Financial, LLC
Address
7692 Herrick Park Dr.
Hudson OH, 44236
Phone
(330) 331-0629
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About Trace

I’m not your typical suit-and-tie stuffy advisor. I'm an outdoorsman at heart with serious hillbilly tendencies.

Trace Tisler is a Hudson, OH Fee-Only Financial Planner serving the entire northeast Ohio area including Akron, Aurora, and Chagrin Falls. Epic Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Trace Tisler is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

The Professional Side

Trace Tisler, CFP® has been providing financial planning and investment advice since before the i...

Education

  • Business Administration, Finance, Kent State University

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Doctors/physicians
Public Employees
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.