Advisor at Eversource Wealth Advisors, 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
Eversource Wealth Advisors, LLC
Location
Green Valley, AZ 85614
Credentials
Series 66
Industry experience
3 years
Financial planning fixed fees generally range from $2,500 to $25,000; family dynamics consulting may be one-time or monthly fees; compensation and investment consulting fees negotiated per project.
$0 - $3,000,000.00: 2.00% annually (up to 0.50% quarterly) Over $3,000,000.00+: Separately negotiated
Typically $150 to $400 per hour for financial planning and consulting services; $400 per hour for family dynamics and conflict resolution consulting.
Performance-based fees offered by Alpha Principle team to qualified clients, calculated as 20% of excess quarterly profits, billed quarterly in arrears, in addition to standard asset-based fees.
Fee-only: Investment advisory fees based on asset tiers; financial planning fees charged as fixed fees or hourly rates; consulting fees negotiated per project or hourly.
EverSource Wealth Advisors, LLC
2023 - Present (3 years)
Raymond James Financial Services Advisors, Inc
2023 - 2023 (1 year)
Raymond James Financial Services, inc.
2023 - 2023 (1 year)
W. F. Stevens Financial Advisors, LLC
2021 - Present (5 years)
Witt Financial
2019 - 2021 (2 years)
Bridgeview Bank
2006 - 2019 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Green Valley, AZ
Edward Jones
Series 63, Series 66
Green Valley, AZ
Edward Jones
Series 63, Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
CFP®
Green Valley, AZ
Eversource Wealth Advisors, LLC
Series 65
Green Valley, AZ
AE Wealth Management, LLC
CFA®, Series 63, Series 65
Green Valley, AZ
Integrated Wealth Concepts LLC
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