David Obrien
Evoadvisors · Richmond, Virginia
David Obrien is a fee-only financial advisor at Evoadvisors in Richmond, Virginia, who holds the CFP credential. Evoadvisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Evoadvisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $337.2M across 991 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4776650 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.evoadvisers.com |
How David's firm compares
- Evoadvisors's average account is about $340,000, from its Form ADV (assets managed divided by 991 accounts).
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Questions about David
Is David Obrien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Evoadvisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Evoadvisors, reports charging fixed fees on its SEC Form ADV.
Where is David Obrien based?
David Obrien is based in Richmond, Virginia.
What credentials does David Obrien hold?
David Obrien holds the CFP credential.
Is David Obrien registered with the SEC?
Yes. David Obrien is registered as an investment adviser representative in VA (CRD 4776650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evoadvisors manage?
Evoadvisors reports $337.2M across 991 accounts in assets under management.
How do I contact David Obrien?
Through David's website, www.evoadvisers.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
- 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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