Evergreen Wealth Management fees
Financial planner in Boston, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 12, 2026, Evergreen Wealth Management (Boston, MA) charges a monthly fee of $900 for financial planning.
- Website: evergreenwealthadvisor.com (opens in new tab)
- Call (978) 495-6848
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 12, 2026. Fees can change.
- Monthly fee
- $900/mo
“EWM’s standard fee is $900 per month per household.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2021 (5 years)
How Evergreen Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and EWM may agree to a lower fee based on factors such as the complexity of the client’s situation, the scope of services, and when the relationship began.”
- “Where applicable, pension consulting services are generally charged a flat annual fee of $10,800, billed monthly in advance at $900 per month.”
- “Pension consulting fees are negotiable and may be set lower by written agreement with the plan sponsor based on plan size, the scope of services, and when the engagement began.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and monthly planning fees
- Clients
- 30
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $62.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 12, 2026
- CRD number
- 313909 (opens in new tab)
- Phone
- (978) 495-6848
Registered in 2 states: Massachusetts, New Hampshire
Other planners in Boston that publish fees
- Obran Capital Advisors LLCBostonHourly $400/hr, Flat up to $20,000
- Great Point Wealth Advisors, LLCBostonHourly $250/hr, Flat $1,000-$50,000
- First Step FinancialBostonFlat $540-$1,800, Monthly $36-$180/mo
- Riverview Capital Advisers LLCBostonHourly $150-$500/hr
- Brave Boat Capital AdvisorsBostonFlat $1,000-$30,000
- Single Point PartnersBostonMonthly $350/mo
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.