Evergreen Wealth Advisors fees and pricing
Financial planner in Durango, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2024, Evergreen Wealth Advisors charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial plans are billed an hourly fee (not to exceed $250/hour).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Evergreen Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the average daily balance of the account(s) under our Firm’s management.”
- “The management fee will be pro-rated to the EVERGREEN WEALTH ADVISORS, LLC MARCH 2024 | PAGE 8 date of termination, for the month in which the cancellation notice was given and any remaining fee will be billed to you by our Firm.”
- “The fee billed is defined in the relevant Discretionary Investment Management Agreement as well as in the individual Form ADV Filing of the respective Manager.”
How Evergreen Wealth Advisors’ fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Durango that publish an hourly rate charge less.
About Evergreen Wealth Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 137
- Employees
- 2
- 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, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $46,200,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 155966
- Phone
- (970) 403-3783
Other planners in Durango that publish fees
- Blackbird Financial PlanningDurango$300/hr, $495-$6,495
- Iron River Capital LLCDurango$125-$200/hr, $1,000-$10,000
- Priority Financial PartnersDurango$375/hr, $2,500-$5,000
- Red Mountain Financial PartnersDurango$100-$250/hr, $100-$5,000
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.