# Chad Evans

> Chad Evans is a fee-only financial advisor at Altere Financial in Austin, Texas. Chad charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $2,700 and $300 an hour) and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/chad-evans/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Altere Financial
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,700; $300 an hour
- **Assets under management (firm):** $55.2M across 66 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 4808796 (https://adviserinfo.sec.gov/individual/summary/4808796)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 66 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://alterefinancial.com/

## Frequently asked questions

### Is Chad Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Altere Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Chad charge?

According to Altere Financial's website, checked October 30, 2026: one-time plans from $2,700; $300 an hour.

### Where is Chad Evans based?

Chad Evans is based in Austin, Texas.

### What does Chad specialize in?

Chad's specialties include tax planning, estate & legacy planning and retirement planning.

### Is Chad Evans registered with the SEC?

Yes. Chad Evans is registered as an investment adviser representative in TX (CRD 4808796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Altere Financial manage?

Altere Financial reports $55.2M across 66 accounts in assets under management.

### How do I contact Chad Evans?

Through Chad's website, alterefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4808796): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.alterefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.