Advisor at Evexia Wealth, LLC
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
Evexia Wealth, LLC
Location
Stevens Point, WI 54481
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Fixed project fees for financial planning based on expected hours; ongoing financial planning engagements from $1,800 to $30,000 annually.
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $7,000,000: 0.90% annually $7,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually
Up to $300 per hour for financial planning services.
Fee-only: Hourly fees up to $300/hour; Fixed project fees based on expected hours; Ongoing financial planning engagements from $1,800 to $30,000 annually.
Evexia Wealth, LLC
2023 - Present (3 years)
Purshe Kaplan Sterling Investments
2021 - 2022 (1 year)
Thrivent Advisor Network, LLC
2020 - Present (6 years)
THRIVENT FINANCIAL for Lutherans
2003 - 2020 (17 years)
Thrivent investment Management Inc
2003 - 2020 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Stevens Point, WI
Edward Jones
Series 66
Stevens Point, WI
Edward Jones
Series 66
Plover, WI
Edward Jones
Series 66
Wisconsin Rapids, WI
Edward Jones
Series 63, Series 66
Wisconsin Rapids, WI
Edward Jones
Series 66
Plover, WI
Edward Jones
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