Daniel Evans
Withum Wealth Management · Red Bank, New Jersey
Daniel Evans is a fee-only financial advisor at Withum Wealth Management in Red Bank, New Jersey, who holds the CFP credential. Daniel charges a percentage of assets.
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Facts
| Firm | Withum Wealth Management |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model | Percentage of assets |
| Assets under management | $2.34B across 1,956 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7390383 |
| Exams passed | Series 66 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.withumwealth.com |
How Daniel's firm compares
- Withum Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,956 accounts).
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Questions about Daniel
Is Daniel Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Withum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
Where is Daniel Evans based?
Daniel Evans is based in Red Bank, New Jersey.
What credentials does Daniel Evans hold?
Daniel Evans holds the CFP credential.
Is Daniel Evans registered with the SEC?
Yes. Daniel Evans is registered as an investment adviser representative in MA (CRD 7390383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Withum Wealth Management manage?
Withum Wealth Management reports $2.34B across 1,956 accounts in assets under management.
How do I contact Daniel Evans?
Through Daniel's website, www.withumwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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
- Withum Wealth Management 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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