Advisor at Evergreen Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Evergreen Wealth Advisors, Inc.
Location
Lafayette, CA
Credentials
CFA®, Series 63
Industry experience
20 years
Eric Hull is a CFA® charterholder with 20 years of industry experience. He has been with Evergreen Wealth Advisors, Inc. since 2005, serving as the firm's sole advisor. Evergreen Wealth Advisors, Inc. is a fee-only independent registered investment adviser offering discretionary investment management and consulting services to individuals, families, trusts, estates, corporations, and retirement plans. The firm’s investment approach combines strategic and tactical asset allocation with economic trend analysis, emphasizing risk assessment and portfolio volatility control.
Based on Evergreen Wealth Advisors, Inc.
Based on Evergreen Wealth Advisors, Inc.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Consulting and Family Office Services: $300-$350 per hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500 Fee-only: Fee-only Registered Investment Advisory firm; fees based on AUM and consulting hourly rates; no commissions
Lafayette, CA
California
Evergreen Wealth Advisors, Inc.
2005 - Present (21 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
Oakland, CA
FM Capital Group
CFP®, CFA®
Orinda, CA
Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
ChFC®, Series 66
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Series 63, Series 65
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CFP®
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Curtis Financial Planning
CFP®
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Power Investing
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