Evergreen Summit Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$500

“8 ESA charges an hourly fee in the range of $250 to $500 for Financial Planning Services.”

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

How Evergreen Summit Advisors, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Evergreen Summit Advisors, LLC’s fees compare

• Its flat or project fee of $250-$500 is below the Montana median of $3,450. None of the 13 other Montana planners that publish a flat or project fee charge less.

About Evergreen Summit Advisors, LLC

• Principal: Paul Lasiter
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342978

Website

evergreensummitadvisors.com (opens in new tab)

Phone

(406) 880-8997

Other planners in Missoula that publish fees

• Advanced Practice Planning, LLCMissoula$250/hr, $499⁠-⁠$9,999
• Pathfinder Planning and InvestmentsMissoula$300/hr
• Allied Investment Advisors LLCBillings$75⁠-⁠$200/hr
• Arkell Asset Management, LLCBozeman$250/hr
• Ascent Wealth ManagementKalispell$2,500
• Big Sky Wealth Advisors, LLCGreat Falls$350/hr, $5,000

Compare all 7 planners in Missoula