Everest Wealth Management
SEC RegisteredYou have aspirations. Let's work together to attain them.
About the firm
Everest Wealth Management provides comprehensive, fee-only wealth management services integrating financial planning and investment management to a limited number of qualified individuals. The firm is not affiliated with any entities that sell financial products or securities and does not accept commissions, sales loads, or referral fees. Clients experience peace of mind knowing they have partnered with a qualified professional to help with life's financial decisions and ongoing investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, fee-only wealth management services integrating financial planning and investment management, including retirement, tax, estate, insurance, and employee benefits planning, as well as ongoing investment management.
Who they serve
Qualified individuals who typically have $1 million in investment assets and lack the time, interest, or knowledge to manage their own financial affairs, and are seeking a trusted advisor to help with life's decisions and attain their aspirations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $91M |
| High Net Worth Individuals | 18 | $146M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On first $800,000 | 1.00% |
| On next $1,200,000 | 0.80% |
| On next $2,000,000 | 0.50% |
| On remaining over $4,000,000 | 0.20% |
Data as of February 11, 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. Everest 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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