Evergreen Wealth Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$96,846,102
Total clients
26
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$3,724,850
About
Evergreen Wealth Advisors, Inc. is a fee-only registered investment adviser that provides discretionary investment management to individuals and high-net-worth clients and also serves corporate clients and company retirement plans, including pension and 401(k) arrangements. The firm also offers consulting and family office services, coordinating with other professional advisers and assisting with accounting/bookkeeping, tax compliance, estate administration and litigation support when requested.
The firm’s investment process combines strategic and tactical asset allocation with economic trend analysis and asset-class/sector research, including the use of an outside specialist focused on leading economic indicators. Portfolios generally employ mutual funds, ETFs, index funds and, when appropriate, separately managed accounts or sub‑advisers, with ongoing monitoring and periodic tactical adjustments intended to manage risk and volatility.
Compared with most solo independent advisers, Evergreen’s client mix notably includes corporations, pension/profit-sharing plans and other institutional relationships, and it discloses approximately $95.9 million in discretionary assets under management as of December 31, 2025. The firm operates as a single-advisor practice that coordinates broader advisory teams for clients, uses institutional custodial and platform services, and states it does not receive compensation from third-party advisers it recommends.
Client services
Portfolio management
Selection of other advisers
Expertise
Concentrated stock management
Active portfolio management
Passive / index investing
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Consulting and Family Office Services: $300-$350 per hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee: $2,500 Fee-only: Fee-only Registered Investment Advisory firm; fees based on AUM and consulting hourly rates; no commissions
Main office location
Evergreen Wealth Advisors, Inc.
Lafayette CA, United States
Number of offices
2
Most active in
Evergreen Wealth Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")