Evergreen Advisors, LLC logo

Evergreen Advisors, LLC

Updated today

Client assets under management

$423,638,999

Clients

487

27% high-net worth

Advisors

2

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

244

Very High

Average account size

$869,895

About

Evergreen Advisors provides investment advisory and planning services to individuals (both non‑HNW and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and privately held businesses. The firm offers portfolio management, standalone and integrated financial planning, pension consulting (including IPS preparation and investment vehicle selection), and focused consulting engagements.

The firm implements client strategies through risk‑based asset allocation models (with variants for tax status and account size), fundamental analysis of securities and funds, and a primary long‑term purchase approach with periodic rebalancing and tactical adjustments for macro conditions. Financial plans and plan documents are prepared in writing and supported by third‑party tools for modeling and client reporting.

Distinctive aspects include managing over $520 million in client assets while operating with a small advisory staff of two advisors, a scale-to-staffing mix that is uncommon among peer team firms. The firm’s staff also engages in client education and public outreach—hosting a daily financial radio program and delivering participant education workshops for retirement plans—and an associated person services flat‑fee variable annuity subaccounts (with a firm policy prohibiting receipt of commissions); clients retain proxy‑voting responsibility rather than having the adviser vote proxies.

Client services

Financial planning Portfolio management Pension consulting General investment consulting

Expertise

General retirement planning Wealth management General estate planning guidance Cash flow / budgeting

Fee options

Fixed

Financial Planning fixed fees typically range from $1,000 to $5,000; Consulting Services fixed fees typically range from $1,000 to $5,000

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.50% $2,000,000 - $3,000,000: 0.40% $3,000,000 - $4,000,000: 0.35% $4,000,000 - $5,000,000: 0.30% $5,000,000+: 0.25%

Project-based

Consulting Services hourly fees range from $100 to $300 per hour

Other

Account minimum: $2,000 Minimum fee: $2,000 minimum annual fee for Portfolio Management Services, negotiable under certain circumstances; $2,000 total minimum fee for Pension Consulting Services Fee-only: Financial Planning fixed fees typically $1,000 to $5,000; Consulting Services hourly fees $100 to $300 per hour or fixed fees $1,000 to $5,000

Main office location

Evergreen Advisors, LLC

1206 Pointe Centre Drive, Suite 160

Chattanooga TN 37421, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

James P

CFP®, Series 63

Chattanooga, TN

Evergreen Advisors, LLC

James Place is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Evergreen Advisors, LLC since 2008. In addition to his advisory role, he is an independent insurance agent and co-hosts a daily financial radio show in Chattanooga, TN. Evergreen Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses, managing approximately $465 million in client assets. The firm provides portfolio management, financial planning, and consulting services with an emphasis on long-term investment strategies and client-specific asset allocation models.

General retirement planning Wealth management General estate planning guidance Cash flow / budgeting
user avatar

Michael O

CFP®, Series 65

Chattanooga, TN

Evergreen Advisors, LLC

Michael O'Donnell is a CFP® with 18 years of industry experience and has been with Evergreen Advisors, LLC since 2008. He is based in Chattanooga, TN, and holds a Series 65 license. Evergreen Advisors, LLC manages approximately $465 million in client assets and provides portfolio management, financial planning, pension consulting, and targeted consulting services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm emphasizes long-term investment strategies with tailored asset-allocation models and offers both discretionary and non-discretionary accounts.

General retirement planning Wealth management General estate planning guidance Cash flow / budgeting
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