Evergreen Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning engagements are offered at the rate of $300 per hour.”

Flat or project fee

$500⁠-⁠$4,500

“The fee for the creation and delivery of a Financial Plan is $500 - $4,500.”

Quarterly fee

$300⁠-⁠$3,000/qtr

“An ongoing quarterly fee for assisting with the implementation of the plan is paid quarterly in arrears, at the rate of $300 - $3,000 per quarter.”

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

How Evergreen Financial Group bills

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

• “Fees for each of Evergreen Financial Group LLC’s advisory services listed below are negotiable at the firm’s discretion based on the expected work involved at various points in the engagement or based on other factors relevant to the client’s situation.”
• “Fees will be directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Evergreen Financial Group’s fees compare

• Its hourly rate of $300 matches the Montana median of $300. 50% of the 20 other Montana planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Billings that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,500 spans the Montana median of $3,450. 15% of the 13 other Montana planners that publish a flat or project fee charge less.

About Evergreen Financial Group

• Principal: Timothy Bauer
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

2% a year

Clients

41

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$29,515,583

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312097

Website

evergreenfinancialgroup.org (opens in new tab)

Phone

(406) 272-2828

Can advise clients in 3 states: Montana, Utah, Wyoming

Other planners in Billings that publish fees

• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Capstone WealthBillings$300/hr, $2,500/qtr
• Cladis Investment Advisory LLCBillings$200/hr
• Investment Management GroupBillings$2,500, $2,400/yr
• Stapleton Financial GroupBillings$250/hr

Compare all 7 planners in Billings