Evergreen Wealth Services fees and pricing
Financial planner in Mooresville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Evergreen Wealth Services charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly financial planning or consulting services are offered at $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Evergreen Wealth Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The quarterly fixed fee is billed in advance for each calendar quarter.”
- “Prorated fees are calculated by dividing the quarterly fee by the number of days in that quarter and multiplying that number by the number of days the Client was a client.”
- “Quarterly fees are negotiable and Evergreen Wealth Services, in its sole discretion, may waive its minimum fee or charge a lesser fee.”
How Evergreen Wealth Services’ fees compare
- Its hourly rate of $300 matches the North Carolina median of $300. 49% of the 177 other North Carolina planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Evergreen Wealth Services
“Evergreen Wealth Services is an independent firm that provides financial planning and investment management services to individuals, families and their related entities, trusts, estates, and businesses, with a particular focus on those going through challenging life transitions.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $1,750 minimum fee (stated in brochure)
- Clients
- 7
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $30,463,655
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307675
- Phone
- (704) 799-5435
Can advise clients in 2 states: North Carolina, Virginia
Other planners in Mooresville that publish fees
- Crown Private Wealth, LLCMooresville$500/hr, $500
- Everstar Asset Management, LLCMooresville$1,500
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$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.