Evident Financial fees and pricing

Published fees

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

Flat or project fee

$125⁠-⁠$250

“Evident Financial may charge an hourly fee ranging from $125 to $250 for financial planning and consulting services.”

Annual fee

$2,500/yr

“Retirement Plan Service Fee Retirement Plan Services are typically charged the standard investment advisory fee rate, with a minimum annual fee of $2,500.”

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

How Evident Financial bills

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

• “In most cases, fees are billed quarterly in advance, though there may be exceptions which fees are billed in arrears.”
• “The fee is negotiable, depending on the nature and complexity of each client’s circumstances.”

How Evident Financial’s fees compare

• Its flat or project fee of $125-$250 is below the Pennsylvania median of $3,650. None of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 3 other planners in Erie that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the Pennsylvania median of $6,000. 24% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Evident Financial

• Firm size: 2 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

1.25% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

79

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$149,715,186

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281661

Website

linkedin.com/company/evident-financial (opens in new tab)

Phone

(814) 425-5182

Can advise clients in 2 states: New York, Pennsylvania

Other planners in Erie that publish fees

• Haverford Wealth Management, LLCErie$250/hr, $2,500⁠-⁠$7,500
• I.m.s. Wealth Management, LLCErie$125/hr, $250⁠-⁠$1,500
• One-Up FinancialErie$250⁠-⁠$750
• Provident Wealth Management IncErie$300⁠-⁠$500/hr
• Robbins Wealth ManagementErie$3,000/yr

Compare all 8 planners in Erie