Evan Harris
Willamette Wealth Partners · Kalispell, Montana
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Willamette Wealth Partners |
|---|---|
| Based in | Kalispell, Montana |
| Fee model | Percentage of assets |
| Assets under management | $405.2M across 1,792 accounts |
| SEC registration | Investment adviser representative in MT · CRD 5942008 |
| Exams passed | Series 66 (2012) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | willamettewealth.com |
How Evan's firm compares
- Willamette Wealth Partners's average account is about $226,000, from its Form ADV (assets managed divided by 1,792 accounts).
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Questions about Evan
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.
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
- Willamette Wealth Partners 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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