# Erik Evans

> Erik Evans is a fee-only financial advisor at GoalQuest Advisors in Berwyn, Pennsylvania, who holds the CFP credential. Erik charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $3,000).

Page: https://find.wellspent.co/advisors/erik-evans/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GoalQuest Advisors
- **Based in:** Berwyn, Pennsylvania
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $3,000; $200 an hour; 0.75% a year on the first tier of assets managed
- **Assets under management (firm):** $109.1M across 338 accounts
- **Credentials:** CFP
- **CRD:** 5890364 (https://adviserinfo.sec.gov/individual/summary/5890364)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.goalquestadvisors.com

## Frequently asked questions

### Is Erik Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and GoalQuest Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Erik charge?

According to GoalQuest Advisors's website, checked October 30, 2026: ongoing planning from $3,000 a year; one-time plans from $3,000; $200 an hour; 0.75% a year on the first tier of assets managed.

### Where is Erik Evans based?

Erik Evans is based in Berwyn, Pennsylvania.

### What credentials does Erik Evans hold?

Erik Evans holds the CFP credential.

### Is Erik Evans registered with the SEC?

Yes. Erik Evans is registered as an investment adviser representative in PA (CRD 5890364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GoalQuest Advisors manage?

GoalQuest Advisors reports $109.1M across 338 accounts in assets under management.

### How do I contact Erik Evans?

Through Erik's website, www.goalquestadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5890364): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goalquestadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.