Evans Wealth Management
SEC RegisteredTrue wealth is living life to the fullest.
About the firm
Evans Wealth Management is a fee-only financial advisory firm in Duluth, Georgia, helping business owners plan tax-smart transitions and exits while also supporting pre-retirees and retirees with retirement income planning, investment management, and legacy planning aligned to long-term goals. The firm is 100% family-owned and credentialed with CFA and CExP designations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management guidance including retirement income planning, investment management, legacy planning, business exit planning, tax-smart business transitions, and second opinion reviews of investment, portfolio, and legacy strategies.
Who they serve
Pre-retirees, retirees, business owners, and executives and top performers, particularly individuals and families who lead busy lives, value personal and financial freedom, and aspire to impact their communities, served from the Greater Atlanta area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $17M |
| High Net Worth Individuals | 47 | $84M |
| Charitable Organizations | 6 | $2.9M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.00% |
| Next $500,000 | 0.90% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $2,000,000 | 0.50% |
| Greater than $5,000,000 | 0.00% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evans Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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