Eric Lybarger
Evergreen Investing · Castle Pines, Colorado
Eric Lybarger is a fee-only financial advisor at Evergreen Investing in Castle Pines, Colorado. Evergreen Investing reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Eric →
Facts
| Firm | Evergreen Investing |
|---|---|
| Based in | Castle Pines, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $31.3M across 100 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4695738 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Eric's firm compares
- Evergreen Investing's average account is about $313,000, from its Form ADV (assets managed divided by 100 accounts).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Lybarger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Evergreen Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Evergreen Investing, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Lybarger based?
Eric Lybarger is based in Castle Pines, Colorado.
Is Eric Lybarger registered with the SEC?
Yes. Eric Lybarger is registered as an investment adviser representative in CO and TX (CRD 4695738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evergreen Investing manage?
Evergreen Investing reports $31.3M across 100 accounts in assets under management.
How do I contact Eric Lybarger?
Contact details aren't on file yet. Search for Evergreen Investing.
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.
See something wrong? Request a correction. Read our methodology.