Evergreen Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$762,592
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$44,858
About
Evergreen provides discretionary asset management, financial planning, and retirement-plan consulting to individual investors and plan sponsors. Services explicitly include ongoing portfolio management, comprehensive financial plans, and ERISA plan services for 401(k), 403(b), pension, profit-sharing, cash balance and deferred compensation plans.
The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and generally manages accounts on a discretionary basis, employing fundamental, technical, charting and cyclical analysis as appropriate. When suitable, Evergreen engages sub‑advisors or third‑party managers and acts as a liaison — monitoring performance and delivering periodic account reviews and plan reporting.
What is notable for a small independent adviser is the focus on pension consulting and the ability to serve as a limited‑scope ERISA 3(21) fiduciary for plan sponsors, while excluding certain non‑public or illiquid assets from plan services. The brochure also discloses that the firm receives referral compensation for third‑party manager placements and that the principal maintains an insurance practice, both of which the firm identifies and says it manages through disclosures and fiduciary procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
Wealth management
Tax-loss harvesting
Occupation focus
Retired
Fee options
Financial planning fees range from $500 to $3,000 based on complexity and client needs; billed 50% in advance with balance due upon plan delivery.
1.0% annually
Account minimum: Evergreen itself does not have a minimum account size to become a client; however, some Third-Party Managers (TPMs) utilized by Evergreen may have account minimum requirements that vary among TPMs, generally higher for fixed income accounts than equity accounts.
Main office location
Evergreen Wealth LLC
7537 Mentor Ave, Ste 208
Mentor OH 44060, United States
Number of offices
1
Most active in
Evergreen Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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.
Forms ADV
Quick links
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