Evan Brandsma
Advisor at Brandsma Capital 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.
Advisor at Brandsma Capital 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.
Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.
Based on Brandsma Capital LLC
Based on Brandsma Capital LLC
Comprehensive planning one-time flat fee $5,000; Cash Management Account Access $5/month; Annual Review Service $25/month fixed fee
$0 - $100,000: Flat fee of $25/month $0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$100/hour for financial planning; $100/hour for educational seminars (minimum 3 hours)
Minimum fee: $25/month for clients with less than $100,000 AUM; $25/month fixed fee for Annual Review Service Fee-only: Financial planning fees: $100/month fixed fee for up to 2 hours; hourly rate $100/hour; comprehensive planning flat fee $5,000 or graduated fee $5,000 per $1 million in advisable assets; Annual Review Service $25/month fixed plus asset-based fee as per AUM tiers; Cash Management Account Access $5/month fixed fee
Hollister, MO
Missouri
Keystone Baptist Church
2025 - Present (1 year)
Brandsma Capital LLC
2025 - Present (1 year)
LPL Enterprise
2024 - 2025 (1 year)
Prudential Financial
2023 - 2024 (1 year)
College of the Ozarks
2023 - 2024 (1 year)
Barefoot Farms LLC
2021 - Present (5 years)
Belk
2021 - 2022 (1 year)
One Up LLC
2021 - 2025 (4 years)
Andy's Frozen Custard- Branson
2021 - 2023 (2 years)
Choice Finish and Flooring
2018 - 2021 (3 years)
Reeds Spring
2009 - 2023 (14 years)
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