Evan Davies
Praetorian Guard Wealth Management · Carmel, California
Evan Davies is a fee-only financial advisor at Praetorian Guard Wealth Management in Carmel, California, who holds the CFP credential. Evan charges a percentage of assets and focuses on retirement planning, estate & legacy planning and small business owners.
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Specialties
Who they serve
- Founders
- Retirees
- High earners
Facts
| Firm | Praetorian Guard Wealth Management |
|---|---|
| Based in | Carmel, California |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $598.7M across 1,839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 8009252 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.praetorianguard.biz |
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Questions about Evan
Is Evan Davies a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Praetorian Guard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Evan charge for financial advice?
Evan charges a percentage of assets.
Does Evan work with clients virtually?
Yes. Praetorian Guard Wealth Management says on its website that it works with clients remotely.
Where is Evan Davies based?
Evan Davies is based in Carmel, California.
What does Evan specialize in?
Evan's specialties include retirement planning, estate & legacy planning, small business owners and equity compensation. Evan works with founders, retirees and high earners.
What credentials does Evan Davies hold?
Evan Davies holds the CFP credential.
Is Evan Davies registered with the SEC?
Yes. Evan Davies is registered as an investment adviser representative in MD (CRD 8009252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Praetorian Guard Wealth Management manage?
Praetorian Guard Wealth Management reports $598.7M across 1,839 accounts in assets under management.
How do I contact Evan Davies?
Through Evan's website, www.praetorianguard.biz.
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
- Praetorian Guard 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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