Chad Evans
Altere Financial · Austin, Texas
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.
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Specialties
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 | $55.2M across 66 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4808796 |
| Exams passed | Series 63 (2004) · Series 66 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | alterefinancial.com |
| Profile |
How Chad's firm compares
- A one-time plan starts at $2,700, above the Texas median of $1,575 for fee-only firms that publish prices.
- The hourly rate is $300, above the Texas median of $250 for fee-only firms that publish prices.
- Altere Financial's average account is about $836,000, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Chad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on tax planning
Where this information comes from
- SEC adviser records : 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
- Altere Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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