EvoAdvisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$336,808,042
Clients
167
57% high-net worth
Advisors
5
of 7 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
33
Very LowAverage account size
$2,016,815
About
EVOadvisers provides ongoing financial planning and discretionary portfolio management to individuals (including high-net-worth clients), business owners, trusts, employer retirement plans, and charitable organizations. According to its brochure, the firm manages household investment portfolios and also operates a Qualified Retirement Plan program, serving 167 clients with roughly $337 million in total assets under advisement.
The firm follows a fee-only model and implements customized Investment Policy Statements that emphasize diversified, strategic asset allocation, typically using exchange-traded funds and no-load mutual funds. Clients receive online access to account reporting, periodic reviews and rebalancing, and integrated financial planning covering cash flow, tax and estate considerations.
Noteworthy features in the brochure include principals’ extensive leadership and committee roles with NAPFA and the CFP Board, and a material focus on retirement-plan work (including roughly $85.7 million in qualified plan assets and an offered fiduciary adviser service with a fee‑neutral, computer-driven participant advice tool). EVOadvisers discloses policies that distinguish its operations from many peers — it is strict about fee-only compensation, declines third‑party commissions or referral fees, and states it will prioritize rebalancing actions by client assets under management in the event of major market movements.
Client services
Expertise
Occupation focus
Fee options
Flat annual fees with minimum annual fees ($10,000 for Financial Planning and Investment Advisory Services Program; $5,000 for Qualified Retirement Plan Program)
$0 - $1,999,999: 1% of assets under management annually (Financial Planning and Investment Advisory Services Program) $2,000,000 - $4,999,999: 0.75% of assets exceeding $2,000,000 annually (Financial Planning and Investment Advisory Services Program) $5,000,000 - $9,999,999: 0.30% of assets exceeding $5,000,000 annually (Financial Planning and Investment Advisory Services Program) $10,000,000+: 0.20% of assets exceeding $10,000,000 annually (Financial Planning and Investment Advisory Services Program) $0 - $3,999,999: 0.5% of Plan assets annually (Qualified Retirement Plan Program) $4,000,000 - $5,999,999: 0.30% of Plan assets exceeding $4,000,000 annually (Qualified Retirement Plan Program) $6,000,000 - $7,999,999: 0.20% of Plan assets exceeding $6,000,000 annually (Qualified Retirement Plan Program) $8,000,000+: 0.10% of Plan assets exceeding $8,000,000 annually (Qualified Retirement Plan Program)
$400 per hour for analysis and support for non-managed investment real estate after first four hours (in addition to AUM fees)
Minimum fee: $10,000 annual minimum fee for Financial Planning and Investment Advisory Services Program; $5,000 minimum annual fee for Qualified Retirement Plan Program Fee-only: Fee-only compensation through flat fees, hourly fees, and assets under management fees as described in the brochure; no commissions or referral fees accepted
Main office location
EvoAdvisers
2917 West Leigh Street
Richmond VA 23230, United States
Number of offices
1
Most active in
Colorado · Florida · New Hampshire · North Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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