Everett Wealth Solutions, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,270,000
Clients
69
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$569,130
About
Everett Wealth Solutions provides retirement, financial, estate and college planning and discretionary portfolio management for retirees, pre‑retirees, working professionals, families, high‑net‑worth clients, trusts and small businesses. The firm also offers implementation assistance, ongoing reviews, unlimited telephone support and access to an encrypted client portal that provides planning tools and net‑worth snapshots.
The firm uses a documented 4‑step review process (Discover, Understand, Choice, Implementation) to develop individualized financial plans and model portfolios and manages client accounts on a discretionary basis. Investment options are limited to securities available on the client’s custodian platform and typically include ETFs, stocks, bonds, mutual funds and structured notes; the adviser may also allocate portions of client assets to approved sub‑advisers and operates wrap fee accounts.
Compared with many solo independent advisers, the brochure discloses an insurance affiliation: the principal is separately licensed to sell insurance and may receive commissions, a relationship the firm says it discloses and documents as a potential conflict even while characterizing its planning services as fee‑only. The firm also describes client communications and educational activities that are less common among peers — including periodicals/newsletters and educational seminars or workshops — alongside the encrypted portal and individualized reporting.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Planning for children with special needs
Demographic focus
Approaching retirement
Mid-Career Professionals
Established Professionals
Parents
Fee options
$50,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.15% $3,000,001 - $5,000,000+: 0.90%
Account minimum: $50,000 Fee-only: Financial planning fees typically range from $3,000 to $10,000 depending on scope; initial consultation is free; initial $500 fee due at agreement execution; ongoing financial planning fees may be negotiable.
Main office location
Everett Wealth Solutions, Inc
407 Marengo Avenue
Forest Park IL 60130-1707, United States
Number of offices
1
Most active in
Everett Wealth Solutions, Inc has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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.
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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.
Forms ADV
Quick links
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