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Evidence Advisors Investment Management

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Client assets under management

$51,999,359

Clients

88

17% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

44

Typical

Average account size

$590,902

About

Evidence Advisors Investment Management is a small registered investment adviser managing roughly $78 million for about 88 clients with two advisors. The firm provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services (including ERISA 3(21) and 3(38) roles) to individuals, high-net-worth clients, trusts, and qualified retirement plans.

The firm follows an evidence-based investment process that emphasizes passively managed or index-fund portfolios built using academic research and Modern Portfolio Theory, supplemented by fundamental, technical and cyclical analysis as appropriate. It documents strategies with written investment policy statements, conducts periodic rebalancing and quarterly/annual reviews, and offers participant education and plan-level monitoring for retirement clients.

A distinguishing feature is that the firm’s principals are licensed insurance agents and may recommend and sell insurance products (disclosed as a potential conflict and reported to account for roughly 5% of each adviser’s time). Another notable operational detail is the combination of fiduciary 3(38) discretionary plan-management capability with advisers who maintain other professional practices (one adviser also operates a separate CPA/tax-preparation business), which affects how services and time are allocated.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Fixed

$1,200 - $12,000

Percentage

Up to 1.00% annually

Commissions

Commissions from sale of insurance products in addition to advisory fees

Project-based

$300/hour

Main office location

Evidence Advisors Investment Management

7 Upper Balcones Road

Boerne TX 78006, United States

Number of offices

2

Most active in

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

Terry T

Series 63, Series 65

Boerne, TX

Evidence Advisors Investment Management

Terry Thill is a financial advisor with Evidence Advisors Investment Management in Boerne, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Cetera Advisor Networks LLC for five years before joining Evidence Advisors in 2018. Outside of advising, he is an active CPA tax preparer and consultant, serves as financial committee chairman for Hope Church, and is involved in high school wrestling as a referee and treasurer for the Alamo Area Wrestling Officials Association. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to individuals, trusts, foundations, corporations, small businesses, and plan sponsors. The firm employs an evidence-based investment process emphasizing passive/index fund portfolios and offers both ERISA 3(21) advisory services and discretionary 3(38) plan fiduciary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
user avatar

Wyatt M

CFP®, Series 63, Series 65

Boerne, TX

Evidence Advisors Investment Management

Wyatt Moerdyk is a CFP® with 21 years of experience in the financial services industry. He has been with Evidence Advisors Investment Management since 2016 and previously worked at Cetera Advisor Networks. In addition to his advisory role, he is involved in selling life insurance, annuities, and long-term care products. Evidence Advisors Investment Management provides discretionary investment management, financial planning, and qualified retirement plan advisory services to a diverse client base including individuals, trusts, foundations, and businesses. The firm employs an evidence-based investment process that emphasizes passive management, asset allocation, and incorporates multiple analytical methods, serving approximately 81 clients with $69.4 million in assets under management.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner
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