Evergreen Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“When our Consulting Services fee is calculated and charged on an hourly basis, it ranges from $100 to $300 per hour.”

Flat or project fee

$1,000⁠-⁠$5,000

“Our Financial Planning fee is calculated and charged on a fixed fee basis, typically ranging from $1,000 to $5,000, depending on the specific arrangement reached with the client.”

Annual fee

$2,000/yr

“A minimum annual fee of $2,000 is required for this service.”

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

How Evergreen Advisors, LLC bills

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

• “This minimum annual fee is negotiable under certain circumstances.”
• “Clients will be invoiced or their accounts directly debited, as authorized, in advance at the beginning of each calendar quarter based upon the value of the client's account at the end of the previous quarter.”
• “For new client's first quarter of service, the fee is prorated to include the period from the account open date through the end of the previous quarter.”

How Evergreen Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 spans the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 2 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Tennessee median of $3,000. 48% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.
• Its annual fee of $2,000 is below the Tennessee median of $7,250. 9% of the 35 other Tennessee planners that publish an annual fee charge less.
• 2 of the 4 other planners in Chattanooga that publish an annual fee charge less.

About Evergreen Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

487

Employees

6

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$522,799,366

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149861

Website

evergreenadvisors.com (opens in new tab)

Phone

(423) 933-1814

Can advise clients in 8 states: Alabama, Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas

Other planners in Chattanooga that publish fees

• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Am Investment Strategies, LLCChattanooga$50⁠-⁠$30,000/yr
• Apogee Wealth Partners, LLCChattanooga$200⁠-⁠$400/hr, $500⁠-⁠$10,000
• Barnett & Co IncChattanooga$175/hr
• Bigham Wealth Advisory LLCChattanooga$80/hr, $500⁠-⁠$1,500
• Campbell Asset Management, LLCChattanooga$350/hr

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