Evermont Wealth

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Client assets under management

$333,921,342

Clients

496

18% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

165

Very High

Average account size

$673,229

About

Evermont Wealth is a three-advisor registered investment adviser with roughly $334 million in assets under management that serves individual clients (including high-net-worth households) and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, ERISA retirement plan consulting, and management of annuity and variable life products.

The firm typically constructs portfolios guided by documented investment objectives and risk tolerances, relying on fundamental analysis and written investment policy statements, and it often implements strategies through custodial platforms including Betterment Institutional and Schwab-managed account programs. Evermont combines in‑house discretionary authority with the ability to delegate to independent managers on the Betterment platform, provides ongoing reviews and client reporting, and uses supervised AI tools (with an opt‑out option) for real-time note‑taking and research support.

Compared with many peers, Evermont is notable for its mix of scale in the supported-advisor category and for several specialized offerings: it provides a broad set of retirement-plan services (including participant education and QDIA assistance), acts as a sub‑advisor to third‑party advisers, and expressly manages assets inside annuity and variable life products. The firm’s principals also hold equity in a separate tax services entity (Collaborative Tax Partners, LLC) and may introduce clients to that firm, a relationship the brochure discloses and frames as a potential conflict that the firm manages.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Business exit / sale strategy Debt management Cash flow / budgeting Tax strategies for small businesses

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Written financial plan fees with minimums: Under 50 - $3,500; Over 50 - $4,500; Quick Start - $1,850; fees negotiable based on scope and complexity.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: Determined by circumstance

Project-based

$250 per hour for financial planning services.

Other

Minimum fee: Additional $10 fee per quarter, per account to offset charges for performance reports and other third-party software costs. Fee-only: Negotiable annual flat fee for ongoing consulting based on scope; Written financial plan fees range from $1,850 to $4,500 minimums; $250/hour for hourly planning; 1.0% for annuity management; 0.325% for sub-advisory services.

Main office location

Evermont Wealth

419 Yale Avenue

Claremont CA 91711, United States

Number of offices

Most active in

Arizona · California · Florida · Idaho · Nevada · Tennessee · Texas · Utah

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 909-296-7977

Advisors at this firm

Matthew T

Series 65

Claremont, CA

Evermont Wealth

Matthew Theal is a financial advisor at Evermont Wealth with 12 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services from 2015 to 2018. Theal has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Retirement income strategy Business exit / sale strategy Debt management Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired

Joshua W

Series 65

Claremont, CA

Evermont Wealth

Joshua Winterswyk is a financial advisor at Evermont Wealth with 10 years of industry experience. He holds a Series 65 designation and has been with Evermont Wealth since 2015. Prior to that, he worked at Rpa Insurance Services for three years. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and ERISA plan consulting. The firm combines retail wealth management with institutional ERISA consulting and sub-advisory services, managing approximately $278 million across several hundred clients.

Retirement income strategy Business exit / sale strategy Debt management Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired

Brent P

Series 65

Claremont, CA

Evermont Wealth

Brent Pasqua is a financial advisor at Evermont Wealth with 15 years of industry experience. He holds a Series 65 designation and previously worked at Rpa Insurance Services for five years. Pasqua has been with Evermont Wealth since 2013. Evermont Wealth serves individual investors, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, annuity and variable life management, and ERISA plan consulting. The firm manages approximately $278 million for several hundred clients and combines retail wealth management with institutional ERISA consulting and sub-advisory services.

Retirement income strategy Business exit / sale strategy Debt management Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Retired

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