PlannerFees

Evergreen Wealth fees and pricing

Financial planner in Springfield, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Evergreen Wealth charges $300 an hour, a flat or project fee of $1,000⁠-⁠$7,000, and an annual fee of $2,500⁠-⁠$100,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“On an hourly basis of $50 per hour (for clerical or paraprofessional work) or $300 per hour (for all work handled by the adviser); or As a fixed fee, typically ranging from $1,000 to $7,000, depending on the nature and complexity of each client’s circumstances, and the number of areas of analysis the client chooses.”
Flat or project fee
$1,000⁠-⁠$7,000

From the same sentence as above.

Annual fee
$2,500⁠-⁠$100,000/yr
“Alternatively, Retirement Plan Services may be offered on a flat fee basis ranging from $2,500 - $100,000 annually.”

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

How Evergreen Wealth bills

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

  • “For the first quarter during which the account is opened, the fee is charged in arrears.”
  • “It is prorated based on the market value at the time cash is deposited or assets are transferred into the account and the number of days remaining in the quarter.”
  • “Fees are negotiable and will be documented in the client’s financial planning engagement agreement.”

How Evergreen Wealth’s fees compare

  • Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Springfield that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$7,000 spans the Illinois median of $4,500. 45% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • Its annual fee of $2,500-$100,000 spans the Illinois median of $7,500. 99% of the 77 other Illinois planners that publish an annual fee charge less.

About Evergreen Wealth

“We also provide financial planning services to individuals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 12 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2011 (15 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis

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
1.4% a year
Clients
573
Employees
12
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
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
$1,179,588,527
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
168998
Website
facebook.com/egwadvisors (opens in new tab)
Phone
(217) 321-3210

Can advise clients in 6 states: Arizona, Florida, Illinois, Indiana, Missouri, Texas

Other planners in Springfield that publish fees

Compare all 6 planners in Springfield

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.