Evolution Wealth Management Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The hourly rate we charge for these services typically will not exceed $350 per hour, with a minimum of two hours per engagement.”

Flat or project fee

$2,500⁠-⁠$20,000

“The fixed fee we charge for these services typically ranges from $2,500 to $20,000.”

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

How Evolution Wealth Management Inc. bills

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

• “We will bill you monthly in arrears, based on the average daily balance of the assets managed within your Program account for the previous month.”
• “We will bill you one-quarter (¼) of the agreed upon annual fixed fee quarterly in advance or one twelfth (1/12) of the agreed upon annual fixed fee monthly in advance.”
• “Upon termination, any earned yet unpaid wrap fees will be due to EWM and any unearned fixed fees paid in advance will be refunded to the client.”

How Evolution Wealth Management Inc.’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Fort Myers that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$20,000 spans the Florida median of $4,900. 83% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Fort Myers that publish a flat or project fee charge less.

About Evolution Wealth Management Inc.

• Firm size: 7 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

2% a year

Clients

294

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$171,743,835

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

307644

Website

facebook.com/Evolutionretirementservicesinc (opens in new tab)

Phone

(239) 771-8696

Other planners in Fort Myers that publish fees

• Broaden Wealth LLCFort Myers$500/hr
• Campbell Financial Partners, LLCFort Myers$1,200
• CPK Wealth Management LLCFort Myers$125⁠-⁠$250/hr
• M&m Wealth Management, LLCFort Myers$400/hr, $100⁠-⁠$15,000
• Macke Financial Advisory GroupFort Myers$100/mo
• Marquis Wealth Management GroupFort Myers$150⁠-⁠$400/hr, $375⁠-⁠$625/qtr

Compare all 10 planners in Fort Myers