Evergreen Wealth Partners LLC fees and pricing

Financial planner in Kalispell, Montana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 2, 2026, Evergreen Wealth Partners LLC charges $350 an hour for financial planning.

Published fees

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

Hourly rate: $350/hr; “Evergreen Wealth also offers standalone financial planning services for an hourly fee of $350.”

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

“Fees are paid quarterly in advance pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $350 is above the Montana median of $300. 75% of the 20 other Montana planners that publish an hourly rate charge less.

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: 708
Employees: 9
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $405,219,640
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 335451
Website: willamettewealth.com (opens in new tab)
Phone: (406) 862-4400

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