Evertern Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,200/hr

“The maximum hourly fee to be charged will not exceed $1,200.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees range from $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Evertern Wealth, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
• “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”

How Evertern Wealth, LLC’s fees compare

• Its hourly rate of $1,200 is above the Florida median of $288. 100% of the 372 other Florida planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Florida median of $4,900. 63% of the 320 other Florida planners that publish a flat or project fee charge less.
• 5 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Evertern Wealth, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

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

1.9% a year

Clients

233

Employees

12

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,564,247,778

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340830

Website

EverternWealth.com (opens in new tab)

Phone

(239) 508-7700

Can advise clients in 11 states: Colorado, Florida, Illinois, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Texas, Wisconsin

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000
• Mandarin AdvisersNaples$100⁠-⁠$250/hr, $6,695/qtr

Compare all 31 planners in Naples