Eversource Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,954,297,526
Total clients
2,889
51% high-net worth
Total advisors
40
of 76 employees
Firm size
Multi Team
Average clients per advisor
72
Average account size
$1,368,743
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Eversource Wealth Advisors, LLC
3500 Colonnade Parkway, Suite 150
Birmingham AL 35243, United States
Number of offices
28
Quick links
Advisors at this firm
Ronald H
Series 63, Series 65
Jacksonville, FL
Eversource Wealth Advisors, LLC
Ryan N
Series 63, Series 65
New York, NY
Eversource Wealth Advisors, LLC
Luke M
Series 65
Mc Kinney, TX
Eversource Wealth Advisors, LLC
Jack M
Series 66
Birmingham, AL
Eversource Wealth Advisors, LLC
James V
Series 66
Jacksonville, FL
Eversource Wealth Advisors, LLC
Howard V
CFP®, Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
David C
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Deborah S
Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
Timothy M
Series 65
Highlands Ranch, CO
Eversource Wealth Advisors, LLC
Chase B
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Eric R
CFP®, Series 63, Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Robert C
Series 66
Scottsdale, AZ
Eversource Wealth Advisors, LLC
Daniel F
CFP®, Series 63, Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
William S
Series 65
Little Rock, AR
Eversource Wealth Advisors, LLC
Anthony D
Series 63, Series 65
Surprise, AZ
Eversource Wealth Advisors, LLC
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