Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$603,701,525
Clients
573
24% high-net worth
Advisors
6
of 12 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
96
HighAverage account size
$1,053,580
Evergreen Wealth serves a mix of individual and high-net-worth clients as well as retirement plans, charitable organizations, and business entities, offering portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm charges asset-based advisory fees for portfolio management and provides both discretionary and non-discretionary management consistent with client objectives.
Investment decisions are guided by fundamental analysis and tailored to client goals, with the firm able to recommend independent investment managers and to use tools such as options and alternative investments (e.g., REITs, private equity, MLPs) for suitable clients. Ongoing monitoring and periodic reporting are part of the standard engagement, and the firm documents investment policy statements and plan-level fiduciary duties for retirement clients.
What distinguishes Evergreen Wealth from many peers is the mix of professional credentials and industry activities on staff: the Chief Compliance Officer is a licensed attorney (not practicing law outside the firm), several supervised persons hold CPA credentials, and multiple advisors are licensed insurance producers who may offer commission-based insurance products. The brochure also discloses specific practices such as recommending independent managers without receiving referral compensation and the use of options as hedging tools, signaling a broader set of capabilities and potential conflicts that clients should consider.
Financial planning fixed fees typically range from $1,000 to $7,000 depending on services; Retirement Plan Services may be offered on a flat fee basis ranging from $2,500 to $100,000 annually
$0 - $99,999: Not applicable, but $55 annual maintenance fee applies $100,000 - $149,999: 1.40% $150,000 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $749,999: 1.10% $750,000 - $1,249,999: 1.00% $1,250,000 - $1,749,999: 0.90% $1,750,000 - $2,499,999: 0.80% $2,500,000 - $3,499,999: 0.70% $3,500,000 - $4,999,999: 0.60% $5,000,000 - $24,999,999: 0.50% $25,000,000+: 0.40%
Certain employees are licensed insurance agents and may receive commissions for insurance products; commissions are separate from advisory fees
Financial planning hourly rates: $50 per hour for clerical/paraprofessional work, $300 per hour for advisor work
Annual maintenance fee for financial planning ongoing services, paid in advance; $55 annual maintenance fee for portfolios below minimum
Account minimum: $100,000 Minimum fee: $55 annual maintenance fee for households below $100,000 minimum Fee-only: Financial planning fees on hourly basis $50 (clerical) or $300 (advisor) per hour, or fixed fees ranging approximately from $1,000 to $7,000 depending on complexity
Evergreen Wealth
1200 Centre West Drive
Springfield IL 62704, United States
Number of offices
2
Arizona · Florida · Illinois · Missouri · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFP®, Series 66
Naples, FL
Evergreen Wealth
CFP®, Series 63, Series 65
Naples, FL
Evergreen Wealth
CFP®
Naples, FL
Evergreen Wealth
Series 65, Series 66
Naples, FL
Evergreen Wealth
CFP®, Series 65
Naples, FL
Evergreen Wealth
CFP®, Series 63, Series 65
Naples, FL
Evergreen Wealth
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