The Millstone Evans Group, LLC

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Total assets under management

$777,932,541

Total clients

601

33% high-net worth

Total advisors

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,294,397

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Blogs and podcasts

Fee options

Fixed

Flat fees negotiated for standalone financial planning services, generally up to $4,000 maximum

Percentage

$0+: Negotiable up to 2.00% $0+: Sub-Advisory Wrap Program: 0.20% - 0.60% of total fee charged by third-party manager

Project-based

Hourly rate negotiated at time of engagement for standalone financial planning/consulting

Other

Fee-only: Flat fee or hourly rate for standalone financial planning, generally up to $4,000 maximum

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Main office location

The Millstone Evans Group, LLC

4940 Pearl East Circle, Suite 302

Boulder CO 80301, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 720-728-2801

Advisors at this firm

Madeline S

Series 65

Boulder, CO

The Millstone Evans Group, LLC

Martial F

Series 65

Vernon, NJ

The Millstone Evans Group, LLC

Sacha M

Series 63, Series 65

Boulder, CO

The Millstone Evans Group, LLC

William K

Series 65, Series 66

Boulder, CO

The Millstone Evans Group, LLC

Joseph M

Series 63, Series 65

Boulder, CO

The Millstone Evans Group, LLC

Byron W

Series 65, Series 66

Boulder, CO

The Millstone Evans Group, LLC

Toni N

Series 63, Series 65, Series 66

Boulder, CO

The Millstone Evans Group, LLC

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