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Evan Brandsma

Advisor at Brandsma Capital LLC

Updated today

Firm

Brandsma Capital LLC

Location

Hollister, MO

Credentials

Series 66

Industry experience

1 year

About

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.

Client services

Based on Brandsma Capital LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops
Annual review, cash management account access

Expertise

Based on Brandsma Capital LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management

Fee options

Fixed

Comprehensive planning one-time flat fee $5,000; Cash Management Account Access $5/month; Annual Review Service $25/month fixed fee

Percentage

$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

Project-based

$100/hour for financial planning; $100/hour for educational seminars (minimum 3 hours)

Other

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

Location

Hollister, MO

Most active in

Missouri

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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