Evans Wealth Management
SEC RegisteredWhat Matters Most to Those We Serve?
About the firm
Evans Wealth Management is a fee-only registered investment advisor that aims to go beyond the service level of the typical wealth management firm and serve as a fiduciary that individuals, families, and business owners can rely on. Stan Evans holds the AIF® (Accredited Investment Fiduciary) and CRPC® (Chartered Retirement Planning Counselor) designations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only registered investment advisory services, acting as a fiduciary with an AIF® standard of care and CRPC® retirement planning expertise; no sales commissions paid for recommending investment strategies.
Who they serve
Individuals, families, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 665 | $122M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.65% |
| From $100,001 to $500,000 | 1.15% |
| Over $500,000 | 1.00% |
Data as of February 12, 2024 · 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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