Evermont Wealth fees and pricing

Financial planner in Claremont, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Evermont Wealth charges $250⁠-⁠$1,850 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$1,850/hr; “Under 50 Over 50 Quick Start Hourly Minimum of $3,500 Minimum of $4,500 Minimum of $1,850 $250 an Hour”

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

“Fees are billed quarterly in arrears based on average daily balance of the previous quarter.”
“Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
“If this Agreement is terminated prior to the end of the fee period, the Advisor shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”

Its hourly rate of $250-$1,850 spans the California median of $300. 99% of the 932 other California planners that publish an hourly rate charge less.

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% a year
Clients: 496
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $333,921,342
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168581
Website: letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=ebdbe43a-0797-4c8f-9bcc-d3572ab2cb1 (opens in new tab)
Phone: (909) 296-7977

Is something on this page wrong or out of date?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.