Everlong Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,473,542
Clients
34
68% 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
34
TypicalAverage account size
$2,043,339
About
Everlong Financial is an independent, state-registered advisory firm that serves individual clients, including high-net-worth individuals, with investment management and both comprehensive and hourly financial planning services. Its planning services address retirement, tax, estate, business, insurance, education, and employee-benefit optimization and can be delivered as ongoing engagements or limited-scope projects with coordination with outside professionals as needed.
The firm’s investment approach is grounded in Modern Portfolio Theory and implemented primarily through structured, passive model portfolios made up of no-load mutual funds and ETFs, guided by an Investment Policy Statement and periodic rebalancing; tax-loss harvesting is used when appropriate. It typically manages accounts on a discretionary basis, will build customized portfolios to accommodate client constraints, and provides advisory services for non-discretionary employer or plan accounts as identified in agreements.
Everlong operates as a solo advisor with roughly $69 million in assets across a small client base, resulting in a relatively high assets-per-client profile and centralized handling of supervision and compliance. Distinctive operational choices include a policy not to aggregate or “block” trades for multiple clients, reliance on custodial statements and an online portal rather than firm-generated written performance reports, and a practice of crediting comprehensive planning fees against investment management fees.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Business ownership considerations
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.60% annually
Financial Planning hourly fee $250 per hour
Minimum fee: Financial Planning upfront fee $1,000 - $5,000 plus annual planning fee $3,000 - $10,000 per year depending on assets and complexity Fee-only: Comprehensive Financial Planning fees $1,000 - $5,000 upfront plus annual planning fees $3,000 - $10,000 per year; Hourly financial planning fee $250/hour
Main office location
Everlong Financial
3906 N Lamar Blvd, Suite 204 C
Austin TX 78756, United States
Number of offices
1
Most active in
Everlong Financial has reported serving >5 clients in these states in the last 12 months.
Texas
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
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