EVERGREEN ADVISORS, LLC
SEC RegisteredYour Financial Goals, Our Priority
About the firm
Evergreen Advisors is an independent, fee-only firm and fiduciary that has been a trusted partner for families and individuals for more than 30 years, providing clear, straightforward financial guidance. The firm offers portfolio management, ongoing strategic planning, implementation, and oversight, combining decades of experience with a modern approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, ongoing strategic planning, implementation, and oversight. Services are offered on a fee-only, fiduciary basis with fees charged as a percentage of assets under management, covering both portfolio management and financial planning.
Who they serve
Families and individuals who want clear, straightforward financial guidance, including those planning for retirement, growing their families, or seeking confidence about their financial next steps.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 357 | $148M |
| High Net Worth Individuals | 130 | $276M |
| Charitable Organizations | 7 | $98M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.50% |
| $2,000,000 - $3,000,000 | 0.40% |
| $3,000,000 - $4,000,000 | 0.35% |
| $4,000,000 - $5,000,000 | 0.30% |
| Above $5,000,000 | 0.25% |
Data as of March 31, 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. EVERGREEN ADVISORS, LLC 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched