Evanson Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,907,200,308
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
986
87% high-net worth
Total advisors
4
of 6 employees
Firm size
Multi Team
Average clients per advisor
247
Average account size
$5,991,075
About
Evanson Asset Management provides discretionary investment management and financial planning to individuals and families (including high‑net‑worth clients), as well as trusts, qualified retirement plan sponsors, endowments and business entities. The firm delivers ongoing portfolio oversight and written financial plans that include cash‑flow projections and scenario analysis.
Its investment approach is grounded in modern portfolio theory and strategic asset allocation, favoring long‑term, buy‑and‑hold strategies implemented with low‑cost, institutional‑class mutual funds and ETFs. Portfolios are globally diversified and commonly tilted toward small‑cap and value exposures, with quarterly monitoring and rebalancing rather than frequent tactical trading.
Compared with many peers, the firm operates as a fee‑only adviser that charges fixed annual fees billed quarterly instead of using percentage‑of‑assets pricing, and it does not accept commissions, 12b‑1 fees, or performance‑based compensation. It also combines the use of institutional DFA funds and a relatively small advisory team managing over $5 billion with financial planning delivered via a client portal and Monte Carlo analysis.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Tax-loss harvesting
Real estate investing
Fee options
Financial Planning Services at $200 per hour
Account minimum: $500,000 Minimum fee: Fixed annual fee typically between $2,500 to $8,000 per year, paid quarterly ($625 to $2,000 per quarter); may be higher for complex or large accounts; one-time setup fee up to $250-$750 may be charged Fee-only: Investment management fees are fixed annual fees paid quarterly; Financial Planning charged at $200/hour with standard plans starting at $800
Main office location
Evanson Asset Management, LLC
Carmel CA, United States
Number of offices
4
Most active in
Evanson Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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