Charles Evangelakos
Pallas Capital Advisors · Braintree, Massachusetts
Charles Evangelakos is a fee-only financial advisor at Pallas Capital Advisors in Braintree, Massachusetts. Charles focuses on estate & legacy planning, retirement planning and small business owners. Pallas Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Pallas Capital Advisors |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.31B across 4,210 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2349616 |
| Exams passed | Series 63 (1993) · Series 65 (2000) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | pallascapitaladvisors.com |
| Profile |
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Questions about Charles
Is Charles Evangelakos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Pallas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Pallas Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Evangelakos based?
Charles Evangelakos is based in Braintree, Massachusetts.
What does Charles specialize in?
Charles's specialties include estate & legacy planning, retirement planning, small business owners and equity compensation. Charles works with ultra high net worth.
Is Charles Evangelakos registered with the SEC?
Yes. Charles Evangelakos is registered as an investment adviser representative in MA (CRD 2349616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pallas Capital Advisors manage?
Pallas Capital Advisors reports $4.31B across 4,210 accounts in assets under management.
How do I contact Charles Evangelakos?
Through Charles's website, pallascapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Pallas Capital Advisors 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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