Evoadvisors fees and pricing
Financial planner in Richmond, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 28, 2026, Evoadvisors charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“There is a minimum annual flat fee of $10,000 for new clients utilizing the EvoAdvisors Financial Planning and Investment Advisory Services Program services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Evoadvisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When Fees are Paid Fees are billed and paid quarterly, in advance of the quarter.”
How Evoadvisors’ fees compare
- Its annual fee of $10,000 is above the Virginia median of $6,350. 62% of the 55 other Virginia planners that publish an annual fee charge less.
- 3 of the 5 other planners in Richmond that publish an annual fee charge less.
About Evoadvisors
“Advisory Programs (Types of Services) Offered EvoAdvisors offers two programs to new individual clients of the firm: - The EvoAdvisors Financial Planning and Investment Advisory Services Program - The EvoAdvisors Qualified Retirement Plan Program Each of these programs is described in further detail in”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 167
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $337,176,397
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149615
- Phone
- (804) 794-1981
Can advise clients in 6 states: Colorado, Florida, North Carolina, New Hampshire, Texas, Virginia
Other planners in Richmond that publish fees
- Alexis AdvisorsRichmond$150-$350/hr
- Ark Financial Strategies LLCRichmond$2,000-$10,000
- Beale Healy Investment Advisors IncRichmond$100-$225/hr
- Bonwell Capital Management, LLCRichmond$250/hr, $250-$50,000
- Covenant Wealth AdvisorsRichmond$300/hr, $2,000-$30,000
- Firstfruits Wealth ManagementRichmond$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.