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EverPar Advisors LLC

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Client assets under management

$559,335,764

Clients

250

56% high-net worth

Advisors

9

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

28

Very Low

Average account size

$2,237,343

About

EverPar Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and employer-sponsored plans. The firm operates as a team of nine advisors managing roughly $588 million in client assets and generally requires a minimum relationship size of $1,000,000.

The firm constructs customized, diversified portfolios that emphasize low-cost mutual funds and ETFs but may also include individual stocks, bonds, options, and allocations to independent managers; EverPar’s investment process draws on a mix of fundamental, technical, cyclical, and charting analyses. EverPar generally pursues long-term strategies while permitting shorter-term trading for rebalancing or tactical adjustments and provides ongoing oversight of any independent managers it recommends.

A distinctive practice disclosed in the brochure is the firm’s use of short-term margin borrowings in client accounts, including within separately managed accounts, which is uncommon among similar team firms. The firm also participates on institutional platforms with Fidelity and Schwab and discloses that certain advisory persons hold insurance licenses and may receive commission-based compensation for insurance sales, a potential conflict it addresses in its disclosures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning services with fixed engagement fees ranging from $1,500 to $15,000

Percentage

up to 1.99% annually (negotiable, based on factors such as scope, complexity, asset level, relationship)

Commissions

Insurance commissions earned separately by licensed advisory persons

Other

Account minimum: $1,000,000 Fee-only: Comprehensive portfolio management fees up to 1.99% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees from $1,500 to $15,000 per engagement

Main office location

EverPar Advisors LLC

2431 E. 61 St Street, Suite 825

Tulsa OK 74136, United States

Number of offices

1

Most active in

Arkansas · Louisiana · Missouri · New Mexico · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hunter B

Series 65

Tulsa, OK

EverPar Advisors LLC

Hunter Breedlove is a financial advisor at EverPar Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at BOK Financial and Hawkins Financial LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Kenneth P

CFP®, Series 63, Series 66

Tulsa, OK

EverPar Advisors LLC

Kenneth Petrashek is a CFP® with 13 years of industry experience, currently serving as a financial advisor at EverPar Advisors LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hightower Advisors, LLC, Frontier Investment Management Co, and TIAA-CREF Individual & Institutional Services, LLC. Outside of finance, he serves as a part-time Major with the Noble County Sheriff's Office and is an adjunct instructor at Oklahoma State University, teaching in both the College of Education and the Spears School of Business. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, with flexibility for individual securities and shorter-term trading, and manages approximately $488.5 million in assets.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Michael C

CFA®, Series 63

Tulsa, OK

EverPar Advisors LLC

Michael Christian is a CFA® charterholder with 13 years of industry experience. He currently serves at EverPar Advisors LLC and previously worked for Morgan Stanley and its affiliated private banks from 2014 to 2023. Outside of his advisory role, he is a board member and secretary of the Booker T. Washington Foundation for Excellence in Tulsa, where he helps oversee fund management and committee coordination. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, with flexibility for individual securities and shorter-term trades, and it maintains institutional relationships that support its operational capabilities.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Bridgette H

Series 63, Series 65

Tulsa, OK

EverPar Advisors LLC

Bridgette Hodge is a financial advisor with EverPar Advisors LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 12 years before joining EverPar Advisors in 2023. EverPar Advisors is a team-based firm managing approximately $488.5 million in assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach that incorporates diversified mutual funds, ETFs, and individual securities, along with ongoing financial planning and monitoring services.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Courtney H

CFP®, Series 66

Tulsa, OK

EverPar Advisors LLC

Courtney Hoffman is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at EverPar Advisors LLC and previously held roles at Raymond James & Associates, MD MedTech LLC, and Wetsco, Inc. Outside of her advisory work, Hoffman serves as Chief Financial Officer for both Cinco Holdings, LLC and Dyman, LLC. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities while offering ongoing monitoring and financial planning.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Timothy K

Series 66

Tulsa, OK

EverPar Advisors LLC

Timothy Koski is a financial advisor at EverPar Advisors LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and individual securities with ongoing monitoring and financial planning.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Craig S

Series 63, Series 66

Tulsa, OK

EverPar Advisors LLC

Craig Silberg is a financial advisor at EverPar Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Silberg is also a licensed insurance agent involved in insurance sales and implementing insurance recommendations. EverPar Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $488.5 million in assets and employs a primarily long-term, portfolio-driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and active trading for rebalancing and client needs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

David E

Series 66

Tulsa, OK

EverPar Advisors LLC

David Ellis is a financial advisor with EverPar Advisors LLC, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services for 21 years before joining EverPar in 2023. Ellis serves on the board of the NEHI Research Foundation and is a member of the finance committee at Monte Cassino School. EverPar Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using diversified mutual funds, ETFs, and selective individual securities, while offering ongoing monitoring and financial planning.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Kerri M

Series 66

Tulsa, OK

EverPar Advisors LLC

Kerri Musgrove is a financial advisor at EverPar Advisors LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for eight years. In addition to her advisory role, she is involved in insurance sales and implements insurance recommendations. EverPar Advisors LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm employs a long-term, portfolio-driven approach using diversified mutual funds and ETFs, while also incorporating fundamental and technical analysis.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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