# Evan Harris

> Evan Harris is a fee-only financial advisor at Willamette Wealth Partners in Kalispell, Montana. Evan charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Willamette Wealth Partners
- **Based in:** Kalispell, Montana
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $405.2M across 1,792 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5942008 (https://adviserinfo.sec.gov/individual/summary/5942008)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 66 (2012)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://willamettewealth.com/

## Frequently asked questions

### Is Evan Harris a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Evan holds no broker registration, and Willamette Wealth Partners 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.

### Where is Evan Harris based?

Evan Harris is based in Kalispell, Montana.

### What does Evan specialize in?

Evan's specialties include retirement planning, estate & legacy planning and tax planning. Evan works with retirees and pre-retirees.

### Is Evan Harris registered with the SEC?

Yes. Evan Harris is registered as an investment adviser representative in MT (CRD 5942008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Willamette Wealth Partners manage?

Willamette Wealth Partners reports $405.2M across 1,792 accounts in assets under management.

### How do I contact Evan Harris?

Through Evan's website, willamettewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5942008): 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://willamettewealth.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.