Evexia Wealth, LLC fees and pricing

Financial planner in Stevens Point, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Evexia Wealth, LLC charges an annual fee of $1,800⁠-⁠$30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $1,800⁠-⁠$30,000/yr; “Ongoing financial planning engagements range from $1,800 to $30,000 annually.”

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

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its annual fee of $1,800-$30,000 spans the Wisconsin median of $5,000. 88% of the 25 other Wisconsin planners that publish an annual fee 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: 2% a year
Clients: 416
Employees: 18
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $386,112,934
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 323788
Website: linkedin.com/company/evexia-wealth (opens in new tab)
Phone: (715) 344-9496

Is something on this page wrong or out of date?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