Daniel Hamilton Evans
Investment Adviser Representative at RIDGELINE WEALTH PLANNING LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.00% |
| $2,000,001 - $4,000,000 | 0.90% |
| $4,000,001 - $7,000,000 | 0.80% |
| $7,000,001 and Up | 0.65% |
Firm-stated minimum; may be waived at the firm's discretion.
Ridgeline Wealth Planning LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at RIDGELINE WEALTH PLANNING LLC
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