Eversight Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,975,669
Total clients
37
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$2,783,126
About
Eversight Wealth provides investment management and financial planning primarily to individual clients, with services also extended to trusts and private companies. The firm serves mostly remote clients across the United States and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning.
The firm’s investment approach emphasizes low-cost, globally diversified portfolios, inflation protection, and simplicity, and it implements tax-loss harvesting, rebalancing, and tailored asset-allocation advice to manage risk. Eversight also accommodates alternative strategies for some clients, including the use of call options and other derivatives in separately managed accounts as a complement to more conventional ETF- and mutual fund-based allocations.
What distinguishes Eversight from many peers is its fee structure and client scale: the firm charges a flat annual advisory fee rather than a percentage-of-AUM, and it manages about $94 million for a relatively small client roster. The firm requires Charles Schwab custody for discretionary accounts and documents a willingness to design bespoke derivative-based strategies for individual clients, which is uncommon among independent advisors.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Social Security optimization
Roth conversion strategy
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Fee options
One-time financial planning fee generally ranges from $3,000 to $5,000
Minimum fee: Flat annual fee of $5,000 per year for investment management and financial planning Fee-only: Flat annual fee ($5,000/year) and one-time financial planning fee (generally $3,000 to $5,000)
Main office location
Eversight Wealth LLC
Oxford MS, United States
Number of offices
2
Most active in
Eversight Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi · 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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