Evans Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Initial planning fees are based on an hourly rate of $250 per hour.”

Flat or project fee

$10,000⁠-⁠$45,000

“The level of the Program Fee will vary with the amount of assets under management and the particular investment styles and investment options chosen or recommended. 7 Evans Wealth Management Form ADV Part 2A Firm Brochure IARD/CRD No: 151640 February 2026 Business and Exit Planning These services are offered at a…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Evans Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Any financial planning services not included in the financial advisory fee are billed monthly in advance.”
• “Clients engaging for investment management services are billed quarterly with the amounts deducted from the investment account(s) under management, with the Client’s written authorization in the Client Agreement.”
• “Unless otherwise agreed to by the Client with Advisor, Program Fees are charged on a calendar quarter basis in advance and prorated to the end of the quarter upon inception of the account.”

How Evans Wealth Management’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000-$45,000 is above the Georgia median of $5,000. 98% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Duluth that publish a flat or project fee charge less.

About Evans Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.32% a year

Clients

83

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$111,071,559

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151640

Website

evanswealthmanagement.com (opens in new tab)

Phone

(770) 828-8303

Can advise clients in 2 states: Georgia, Texas

Other planners in Duluth that publish fees

• BJM Financial IncDuluth$1,500⁠-⁠$20,000
• Fern Impact Advisors, LLCDuluth$2,000
• Stanhouse Financial Planning and Management, LLCDuluth$340/hr
• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr

Compare all 9 planners in Duluth